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 |
|---|---|---|---|---|---|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
4,400
shares
|
$1.18 Million
0.67% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 12, 2026 Q4 2025 |
4,393
shares
|
$1.17 Million
0.98% of portfolio
|
Q4 2025
Added 3.83%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
4,381
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
4,360
shares
|
$1.17 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
4,356
shares
|
$1.17 Million
0.63% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,310
shares
|
$1.15 Million
0.41% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
4,300
shares
|
$1.15 Million
0.67% of portfolio
|
Q3 2023
Reduced 2.49%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,299
shares
|
$1.15 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
4,286
shares
|
$1.15 Million
0.51% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
4,280
shares
|
$1.14 Million
0.47% of portfolio
|
Q3 2025
Reduced 19.81%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jan 06, 2026 Q4 2025 |
4,274
shares
|
$1.14 Million
0.53% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,266
shares
|
$1.14 Million
0.84% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
4,260
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
4,259
shares
|
$1.14 Million
2.27% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
4,259
shares
|
$1.14 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
4,256
shares
|
$1.14 Million
0.55% of portfolio
|
Q4 2021
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
4,256
shares
|
$1.14 Million
0.22% of portfolio
|
Q4 2025
Reduced 4.32%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
4,246
shares
|
$1.14 Million
0.91% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
4,243
shares
|
$1.13 Million
0.44% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
4,231
shares
|
$1.13 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,217
shares
|
$1.13 Million
0.5% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Gruss & Co., LLC
|
Nov 05, 2025 Q3 2025 |
4,200
shares
|
$1.12 Million
2.82% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
4,196
shares
|
$1.12 Million
0.54% of portfolio
|
Q4 2025
Added 12.25%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
4,192
shares
|
$1.12 Million
0.43% of portfolio
|
Q1 2025
Reduced 38.94%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
4,189
shares
|
$1.12 Million
1.0% of portfolio
|
Q4 2025
Added 2.1%
|
|