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 |
|---|---|---|---|---|---|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
4,642
shares
|
$1.24 Million
0.79% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
4,640
shares
|
$1.24 Million
0.58% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
4,626
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
4,622
shares
|
$1.24 Million
0.9% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 16, 2026 Q4 2025 |
4,619
shares
|
$1.24 Million
0.78% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
4,610
shares
|
$1.23 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
4,609
shares
|
$1.23 Million
1.43% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
4,601
shares
|
$1.23 Million
0.83% of portfolio
|
Q3 2025
Reduced 13.07%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jan 14, 2026 Q4 2025 |
4,600
shares
|
$1.23 Million
0.55% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
4,579
shares
|
$1.22 Million
0.78% of portfolio
|
Q2 2025
Added 34.4%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
4,568
shares
|
$1.22 Million
0.8% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
4,558
shares
|
$1.22 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,555
shares
|
$1.22 Million
2.75% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
4,543
shares
|
$1.22 Million
0.88% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
4,540
shares
|
$1.21 Million
0.41% of portfolio
|
Q3 2025
Added 7727.59%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
4,539
shares
|
$1.21 Million
0.37% of portfolio
|
Q3 2025
Added 29.21%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
4,511
shares
|
$1.21 Million
0.28% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
4,500
shares
|
$1.2 Million
0.93% of portfolio
|
Q4 2025
Added 1.33%
|
|
|
Kropog Financial Group, LLC
Mandeville, LA |
Nov 10, 2025 Q3 2025 |
4,472
shares
|
$1.2 Million
0.93% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
4,455
shares
|
$1.19 Million
0.99% of portfolio
|
Q3 2022
Added 53.78%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
4,445
shares
|
$1.19 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
4,443
shares
|
$1.19 Million
1.14% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
4,435
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
4,420
shares
|
$1.18 Million
0.68% of portfolio
|
Q4 2025
Added 5.46%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
4,401
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.95%
|
|