Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,592 institutions that hold shares in the stock, with a total of 9 Billion shares, which have been reported (via 13F filing form) to have a value of $2.41 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
9,623
shares
|
$2.57 Million
0.77% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,589
shares
|
$2.56 Million
0.75% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Donoghue Forlines LLC
|
Oct 29, 2025 Q3 2025 |
9,575
shares
|
$2.56 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
9,561
shares
|
$2.56 Million
0.63% of portfolio
|
Q4 2025
Added 9.22%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
9,546
shares
|
$2.55 Million
2.68% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
9,539
shares
|
$2.55 Million
1.16% of portfolio
|
Q4 2025
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
9,532
shares
|
$2.55 Million
1.55% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
9,516
shares
|
$2.55 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
9,514
shares
|
$2.54 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 07, 2026 Q4 2025 |
9,504
shares
|
$2.54 Million
1.78% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
9,501
shares
|
$2.54 Million
2.42% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
9,496
shares
|
$2.54 Million
1.62% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
9,485
shares
|
$2.54 Million
1.15% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
9,483
shares
|
$2.54 Million
0.77% of portfolio
|
Q4 2025
Reduced 7.85%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
9,481
shares
|
$2.54 Million
1.44% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
9,478
shares
|
$2.53 Million
1.38% of portfolio
|
Q3 2022
Reduced 7.91%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
9,467
shares
|
$2.53 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
9,445
shares
|
$2.53 Million
2.35% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
9,444
shares
|
$2.53 Million
0.9% of portfolio
|
Q4 2025
Added 6.06%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
9,429
shares
|
$2.52 Million
1.21% of portfolio
|
Q3 2025
Added 69.56%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
9,427
shares
|
$2.52 Million
1.35% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
9,404
shares
|
$2.52 Million
1.34% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 28, 2025 Q3 2025 |
9,394
shares
|
$2.51 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
9,393
shares
|
$2.51 Million
1.48% of portfolio
|
Q3 2025
Added 63.84%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
9,391
shares
|
$2.51 Million
1.3% of portfolio
|
Q3 2025
Added 11.44%
|
|