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 |
|---|---|---|---|---|---|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
8,268
shares
|
$2.21 Million
0.76% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
8,267
shares
|
$2.21 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
8,242
shares
|
$2.2 Million
1.57% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
8,229
shares
|
$2.2 Million
1.45% of portfolio
|
Q3 2025
Added 37.06%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 17, 2025 Q3 2025 |
8,228
shares
|
$2.2 Million
1.57% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
8,222
shares
|
$2.2 Million
1.24% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
8,216
shares
|
$2.2 Million
0.9% of portfolio
|
Q4 2025
Added 15.33%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
8,211
shares
|
$2.2 Million
0.69% of portfolio
|
Q3 2025
Added 18.59%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,210
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2025
Added 146.03%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
8,194
shares
|
$2.19 Million
0.95% of portfolio
|
Q4 2025
Reduced 4.1%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
8,177
shares
|
$2.19 Million
0.49% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,166
shares
|
$2.18 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
8,147
shares
|
$2.18 Million
0.88% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,135
shares
|
$2.18 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
8,128
shares
|
$2.17 Million
1.6% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
8,122
shares
|
$2.17 Million
1.01% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,120
shares
|
$2.17 Million
2.51% of portfolio
|
Q3 2024
Added 293.98%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
8,089
shares
|
$2.16 Million
0.96% of portfolio
|
Q3 2025
Added 58.89%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
8,087
shares
|
$2.16 Million
2.09% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
8,087
shares
|
$2.16 Million
1.6% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
8,082
shares
|
$2.16 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
8,077
shares
|
$2.16 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
8,075
shares
|
$2.16 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,075
shares
|
$2.16 Million
1.05% of portfolio
|
Q3 2025
Added 59.11%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
8,068
shares
|
$2.16 Million
0.24% of portfolio
|
Q3 2025
Added 0.39%
|
|