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 |
|---|---|---|---|---|---|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
3,016
shares
|
$806,659
0.37% of portfolio
|
Q4 2025
Reduced 4.04%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
3,015
shares
|
$806,391
0.1% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Mizuho Securities Co. Ltd.
|
Oct 29, 2025 Q3 2025 |
3,000
shares
|
$802,379
5.42% of portfolio
|
Q3 2025
Added 248.84%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$802,379
1.4% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
3,000
shares
|
$802,379
0.25% of portfolio
|
Q3 2022
Reduced 28.57%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$802,379
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
2,976
shares
|
$795,960
0.41% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
2,972
shares
|
$794,891
0.4% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
2,969
shares
|
$794,088
0.65% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,953
shares
|
$789,809
0.33% of portfolio
|
Q3 2025
Added 24.7%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
2,953
shares
|
$789,809
0.47% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
2,943
shares
|
$787,134
0.28% of portfolio
|
Q4 2025
Reduced 2.78%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
2,942
shares
|
$786,867
0.52% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
2,940
shares
|
$786,332
0.51% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
2,939
shares
|
$786,064
0.5% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
2,936
shares
|
$785,262
0.08% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
2,929
shares
|
$783,390
0.63% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
2,917
shares
|
$780,180
0.07% of portfolio
|
Q3 2025
Added 22.61%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
2,913
shares
|
$779,110
0.57% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 14, 2025 Q3 2025 |
2,908
shares
|
$777,773
0.05% of portfolio
|
Q3 2025
Added 17.4%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
2,906
shares
|
$777,238
0.44% of portfolio
|
Q1 2025
Added 5830.61%
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
2,896
shares
|
$774,564
1.07% of portfolio
|
Q3 2025
Reduced 90.25%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
2,887
shares
|
$772,157
0.28% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 13, 2025 Q3 2025 |
2,883
shares
|
$771,087
0.44% of portfolio
|
Q3 2025
Added 177.21%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
2,882
shares
|
$770,819
0.18% of portfolio
|
Q3 2025
Reduced 9.17%
|
|