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 |
|---|---|---|---|---|---|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
4,773
shares
|
$1.28 Million
0.59% of portfolio
|
Q2 2024
Reduced 19.96%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
4,772
shares
|
$1.28 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
4,766
shares
|
$1.27 Million
0.8% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
4,762
shares
|
$1.27 Million
0.65% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
4,755
shares
|
$1.27 Million
0.54% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
4,752
shares
|
$1.27 Million
0.38% of portfolio
|
Q4 2025
Added 54.84%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
4,747
shares
|
$1.27 Million
0.34% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
4,745
shares
|
$1.27 Million
0.42% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
4,744
shares
|
$1.27 Million
0.44% of portfolio
|
Q3 2025
Added 45.17%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
4,736
shares
|
$1.27 Million
0.74% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,711
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 93.19%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
4,710
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 74.22%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
4,707
shares
|
$1.26 Million
0.54% of portfolio
|
Q2 2024
Reduced 27.11%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
4,704
shares
|
$1.26 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
4,699
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
4,696
shares
|
$1.26 Million
0.41% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
4,696
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2025
Added 19.7%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
4,694
shares
|
$1.26 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 05, 2026 Q4 2025 |
4,693
shares
|
$1.26 Million
0.79% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
4,690
shares
|
$1.25 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Unconventional Investor, LLC
|
Nov 06, 2025 Q3 2025 |
4,678
shares
|
$1.25 Million
0.6% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 16, 2026 Q4 2025 |
4,678
shares
|
$1.25 Million
1.19% of portfolio
|
Q4 2025
Reduced 27.95%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
4,653
shares
|
$1.24 Million
0.92% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
4,650
shares
|
$1.24 Million
1.17% of portfolio
|
Q2 2022
Reduced 6.06%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
4,647
shares
|
$1.24 Million
1.02% of portfolio
|
Q4 2025
Reduced 2.9%
|
|