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 |
|---|---|---|---|---|---|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
2,211
shares
|
$591,354
0.4% of portfolio
|
Q2 2025
Reduced 78.67%
|
|
|
Mane Global Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,210
shares
|
$591,086
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Nov 05, 2025 Q3 2025 |
2,188
shares
|
$585,202
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
2,184
shares
|
$584,132
0.18% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
2,178
shares
|
$582,527
0.42% of portfolio
|
Q4 2025
Reduced 7.83%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
2,177
shares
|
$582,260
0.18% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Brooktree Capital Management
|
Nov 07, 2025 Q3 2025 |
2,175
shares
|
$581,725
0.35% of portfolio
|
Q2 2025
Reduced 31.02%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
2,168
shares
|
$579,853
0.52% of portfolio
|
Q3 2025
Reduced 84.7%
|
|
|
Scratch Capital LLC
Boise, ID |
Jan 12, 2026 Q4 2025 |
2,159
shares
|
$577,446
0.38% of portfolio
|
Q4 2025
Reduced 63.54%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
2,156
shares
|
$576,643
0.31% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
2,156
shares
|
$576,643
0.49% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2025 Q3 2025 |
2,146
shares
|
$573,969
0.29% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
2,131
shares
|
$569,957
0.39% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,129
shares
|
$569,422
1.0% of portfolio
|
Q2 2023
Added 6.4%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
2,129
shares
|
$569,422
0.46% of portfolio
|
Q3 2025
Reduced 55.1%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$561,666
0.51% of portfolio
|
Q3 2024
Added 31.25%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jan 06, 2026 Q4 2025 |
2,095
shares
|
$560,328
0.38% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
2,084
shares
|
$557,386
0.39% of portfolio
|
Q3 2025
Reduced 78.63%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
2,082
shares
|
$556,851
0.39% of portfolio
|
Q4 2025
Added 4.68%
|
|
|
Nfc Investments, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,080
shares
|
$556,316
0.17% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
2,078
shares
|
$555,781
0.49% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
2,059
shares
|
$550,700
0.33% of portfolio
|
Q4 2025
Reduced 16.47%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
2,040
shares
|
$545,618
0.36% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
2,040
shares
|
$545,618
0.11% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
2,032
shares
|
$543,478
0.26% of portfolio
|
Q3 2025
Reduced 20.13%
|
|