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 |
|---|---|---|---|---|---|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 27, 2025 Q3 2025 |
2,757
shares
|
$737,387
5.27% of portfolio
|
Q3 2025
Reduced 91.51%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
2,754
shares
|
$736,584
0.51% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
2,748
shares
|
$734,980
0.96% of portfolio
|
Q4 2025
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,744
shares
|
$733,910
0.11% of portfolio
|
Q1 2025
Reduced 29.62%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,737
shares
|
$732,038
0.84% of portfolio
|
Q1 2024
Reduced 15.81%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,736
shares
|
$731,770
0.45% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
2,731
shares
|
$730,433
0.07% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,731
shares
|
$730,433
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
2,721
shares
|
$727,758
0.31% of portfolio
|
Q3 2025
Reduced 42.07%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
2,719
shares
|
$727,223
0.54% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
2,707
shares
|
$724,014
0.34% of portfolio
|
Q3 2022
Reduced 5.97%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Nov 14, 2025 Q3 2025 |
2,686
shares
|
$718,397
16.88% of portfolio
|
Q3 2025
Reduced 40.2%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 15, 2026 Q4 2025 |
2,679
shares
|
$716,525
0.63% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
2,672
shares
|
$714,653
0.14% of portfolio
|
Q4 2025
Added 3.69%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 12, 2025 Q3 2025 |
2,669
shares
|
$713,850
0.12% of portfolio
|
Q1 2025
Reduced 96.22%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
2,660
shares
|
$711,443
0.36% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 21, 2025 Q3 2025 |
2,659
shares
|
$711,176
0.59% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
2,659
shares
|
$711,176
0.46% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
2,657
shares
|
$710,641
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
2,656
shares
|
$710,373
0.62% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
2,643
shares
|
$706,896
0.17% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
2,641
shares
|
$706,361
0.43% of portfolio
|
Q2 2025
Added 112.81%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
2,640
shares
|
$706,094
0.12% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2,630
shares
|
$703,419
0.39% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
2,623
shares
|
$701,547
2.03% of portfolio
|
Q3 2025
Reduced 3.14%
|
|