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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
4,023
shares
|
$1.08 Million
0.7% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
4,015
shares
|
$1.07 Million
0.99% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
4,002
shares
|
$1.07 Million
1.0% of portfolio
|
Q3 2025
Reduced 79.6%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
3,994
shares
|
$1.07 Million
0.87% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Bck Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
3,986
shares
|
$1.07 Million
0.55% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Galibier Capital Management Ltd.
|
Oct 21, 2025 Q3 2025 |
3,961
shares
|
$1.06 Million
0.37% of portfolio
|
Q3 2025
Reduced 28.93%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jan 08, 2026 Q4 2025 |
3,952
shares
|
$1.06 Million
1.96% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,945
shares
|
$1.06 Million
0.28% of portfolio
|
Q4 2025
Reduced 10.24%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 12, 2025 Q3 2025 |
3,945
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 94.5%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jan 08, 2026 Q4 2025 |
3,945
shares
|
$1.06 Million
0.94% of portfolio
|
Q4 2025
Reduced 8.08%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
3,943
shares
|
$1.05 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
3,941
shares
|
$1.05 Million
0.47% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,934
shares
|
$1.05 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
3,929
shares
|
$1.05 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
3,923
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
3,920
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
3,919
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Nov 04, 2025 Q3 2025 |
3,899
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
3,895
shares
|
$1.04 Million
0.62% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
3,894
shares
|
$1.04 Million
0.4% of portfolio
|
Q3 2025
Reduced 21.33%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
3,884
shares
|
$1.04 Million
0.54% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 13, 2026 Q4 2025 |
3,882
shares
|
$1.04 Million
0.64% of portfolio
|
Q4 2025
Added 2.29%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
3,856
shares
|
$1.03 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jan 07, 2026 Q4 2025 |
3,854
shares
|
$1.03 Million
1.55% of portfolio
|
Q4 2025
Reduced 19.47%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
3,851
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2025
Added 6.0%
|
|