Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,576 institutions that hold shares in the stock, with a total of 8.98 Billion shares, which have been reported (via 13F filing form) to have a value of $2.4 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
626,117
shares
|
$167 Million
4.8% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2025 Q3 2025 |
624,473
shares
|
$167 Million
3.44% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
622,252
shares
|
$166 Million
4.78% of portfolio
|
Q3 2022
Added 3.99%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
621,381
shares
|
$166 Million
4.78% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
618,580
shares
|
$165 Million
3.65% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Rokos Capital Management LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
616,389
shares
|
$165 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
615,558
shares
|
$165 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
613,557
shares
|
$164 Million
6.8% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
612,839
shares
|
$164 Million
6.66% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
612,766
shares
|
$164 Million
1.85% of portfolio
|
Q3 2025
Reduced 58.97%
|
|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
612,628
shares
|
$164 Million
5.54% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
610,633
shares
|
$163 Million
8.6% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
604,495
shares
|
$162 Million
3.46% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
602,915
shares
|
$161 Million
3.13% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
598,954
shares
|
$160 Million
2.13% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
598,443
shares
|
$160 Million
9.61% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
596,995
shares
|
$160 Million
1.17% of portfolio
|
Q3 2025
Added 117.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
596,531
shares
|
$160 Million
1.4% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
596,489
shares
|
$160 Million
1.7% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
594,738
shares
|
$159 Million
3.47% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
593,974
shares
|
$159 Million
4.88% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
593,731
shares
|
$159 Million
4.15% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
592,212
shares
|
$158 Million
4.72% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
587,795
shares
|
$157 Million
18.6% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2025 Q3 2025 |
586,605
shares
|
$157 Million
2.64% of portfolio
|
Q3 2025
Added 0.03%
|
|