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 |
|---|---|---|---|---|---|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 12, 2026 Q4 2025 |
2,028
shares
|
$542,408
0.39% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
2,023
shares
|
$541,071
0.2% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Stack Financial Management, Inc
|
Nov 03, 2025 Q3 2025 |
2,016
shares
|
$539,199
0.04% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
2,009
shares
|
$537,327
0.09% of portfolio
|
Q3 2025
Reduced 26.76%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
2,006
shares
|
$536,524
0.16% of portfolio
|
Q2 2025
Reduced 29.02%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,000
shares
|
$534,920
4.05% of portfolio
|
Q3 2020
New holding
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Nov 03, 2025 Q3 2025 |
1,998
shares
|
$534,385
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2025 Q3 2025 |
1,996
shares
|
$533,850
0.55% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
1,989
shares
|
$531,977
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
1,982
shares
|
$530,105
0.24% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
1,970
shares
|
$526,896
0.41% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
1,969
shares
|
$526,628
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
1,969
shares
|
$526,628
0.23% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 14, 2025 Q3 2025 |
1,966
shares
|
$525,826
0.42% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,954
shares
|
$522,616
0.08% of portfolio
|
Q4 2022
Reduced 9.75%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
1,954
shares
|
$522,616
0.32% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,953
shares
|
$522,349
0.13% of portfolio
|
Q3 2025
Reduced 39.37%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
1,953
shares
|
$522,349
0.27% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2025 Q3 2025 |
1,939
shares
|
$518,604
0.17% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
1,935
shares
|
$517,535
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
1,933
shares
|
$517,000
2.21% of portfolio
|
Q2 2025
Reduced 22.87%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
1,932
shares
|
$516,732
0.25% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,927
shares
|
$515,395
0.23% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,923
shares
|
$514,325
0.01% of portfolio
|
Q3 2024
Reduced 93.57%
|
|
|
Financial Counselors Inc
|
Nov 06, 2025 Q3 2025 |
1,910
shares
|
$510,848
0.65% of portfolio
|
Q3 2025
Added 4.03%
|
|