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 |
|---|---|---|---|---|---|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
2,473
shares
|
$661,428
0.47% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
2,469
shares
|
$660,358
0.42% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
2,464
shares
|
$659,021
0.07% of portfolio
|
Q3 2025
Reduced 39.12%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
2,463
shares
|
$658,753
0.47% of portfolio
|
Q4 2025
Added 13.55%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
2,458
shares
|
$657,416
0.54% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
2,457
shares
|
$657,149
0.31% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
2,456
shares
|
$656,881
0.25% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
2,453
shares
|
$656,079
0.35% of portfolio
|
Q4 2025
Reduced 4.66%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
2,447
shares
|
$654,474
0.46% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
2,447
shares
|
$654,474
0.24% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Coerente Capital Management
|
Oct 23, 2025 Q3 2025 |
2,445
shares
|
$653,939
0.11% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
2,441
shares
|
$652,869
0.18% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
2,436
shares
|
$651,532
0.36% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Powerhouse Assets LLC
Lincoln, MA |
Jan 15, 2026 Q4 2025 |
2,422
shares
|
$647,788
0.58% of portfolio
|
Q4 2025
New holding
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,419
shares
|
$646,985
0.27% of portfolio
|
Q3 2025
Added 117.73%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
2,402
shares
|
$642,438
0.38% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$641,904
0.05% of portfolio
|
Q3 2023
Reduced 43.66%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
2,386
shares
|
$638,159
1.07% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
2,385
shares
|
$637,892
0.04% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
2,385
shares
|
$637,892
0.34% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
2,385
shares
|
$637,892
0.38% of portfolio
|
Q3 2025
Reduced 65.01%
|
|
|
James Hambro & Partners
|
Jan 15, 2026 Q4 2025 |
2,370
shares
|
$633,880
0.02% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
2,368
shares
|
$633,345
0.44% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
2,359
shares
|
$630,938
0.98% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,353
shares
|
$629,333
0.34% of portfolio
|
Q4 2023
New holding
|
|