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 |
|---|---|---|---|---|---|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
3,819
shares
|
$1.02 Million
0.34% of portfolio
|
Q3 2025
Reduced 22.85%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
3,808
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
3,790
shares
|
$1.01 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
3,787
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Cmc Financial Group
Atlanta, GA |
Dec 01, 2025 Q3 2025 |
3,783
shares
|
$1.01 Million
3.9% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
3,775
shares
|
$1.01 Million
1.3% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,775
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,773
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
3,772
shares
|
$1.01 Million
0.64% of portfolio
|
Q3 2025
Added 15.35%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,746
shares
|
$1 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,742
shares
|
$1 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
3,741
shares
|
$1 Million
0.54% of portfolio
|
Q3 2025
Added 35.99%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
3,737
shares
|
$999,498
0.1% of portfolio
|
Q4 2025
Reduced 5.1%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
3,730
shares
|
$997,625
0.77% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
3,720
shares
|
$994,951
0.51% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
3,718
shares
|
$994,416
0.49% of portfolio
|
Q2 2025
Added 75.54%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Nov 07, 2025 Q3 2025 |
3,704
shares
|
$990,671
1.27% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
3,696
shares
|
$988,532
0.7% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
3,684
shares
|
$985,322
0.57% of portfolio
|
Q3 2025
Reduced 48.05%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,677
shares
|
$983,450
0.33% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
3,676
shares
|
$983,182
0.26% of portfolio
|
Q4 2025
Added 2.71%
|
|
|
Value Partners Investments Inc.
|
Jan 07, 2026 Q4 2025 |
3,674
shares
|
$982,648
0.08% of portfolio
|
Q4 2025
Reduced 13.23%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 23, 2025 Q3 2025 |
3,667
shares
|
$980,775
0.72% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
3,666
shares
|
$980,508
0.43% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
3,664
shares
|
$979,973
0.54% of portfolio
|
Q4 2025
Reduced 3.78%
|
|