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 |
|---|---|---|---|---|---|
|
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
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
2,339
shares
|
$625,588
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,331
shares
|
$623,449
0.21% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
2,322
shares
|
$621,042
0.23% of portfolio
|
Q3 2025
Added 41.24%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
2,320
shares
|
$620,507
0.42% of portfolio
|
Q1 2025
Reduced 36.66%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
2,318
shares
|
$619,972
0.39% of portfolio
|
Q1 2024
Added 31.56%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
2,317
shares
|
$619,704
0.48% of portfolio
|
Q3 2025
Added 38.16%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
2,316
shares
|
$619,437
0.12% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,308
shares
|
$617,297
0.61% of portfolio
|
Q1 2023
Reduced 70.98%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
2,308
shares
|
$617,297
0.16% of portfolio
|
Q3 2025
Added 99.83%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
2,303
shares
|
$615,960
0.4% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Nov 20, 2025 Q3 2025 |
2,299
shares
|
$614,890
0.32% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
2,293
shares
|
$613,285
0.48% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
2,291
shares
|
$612,750
0.2% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
F&V Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
2,289
shares
|
$612,215
0.09% of portfolio
|
Q4 2025
Added 8.23%
|
|
|
Jordan Park Trust CO LLC
Portsmouth, NH |
Oct 30, 2025 Q3 2025 |
2,270
shares
|
$607,134
0.56% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
2,264
shares
|
$605,529
0.59% of portfolio
|
Q3 2025
Added 118.32%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
2,257
shares
|
$603,657
0.31% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
2,249
shares
|
$601,517
0.36% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
2,248
shares
|
$601,250
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
2,247
shares
|
$600,982
0.11% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
2,241
shares
|
$599,377
0.3% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Pacific Wealth Management
|
Oct 21, 2025 Q3 2025 |
2,226
shares
|
$595,365
0.29% of portfolio
|
Q3 2025
Added 40.89%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
2,213
shares
|
$591,888
0.22% of portfolio
|
Q3 2025
Added 35.6%
|
|