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 |
|---|---|---|---|---|---|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
1,908
shares
|
$510,313
0.07% of portfolio
|
Q2 2025
Added 55.5%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
1,908
shares
|
$510,313
0.06% of portfolio
|
Q2 2025
Added 55.5%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
1,903
shares
|
$508,976
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Wilsey Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
1,896
shares
|
$507,104
0.08% of portfolio
|
Q4 2025
Added 72.99%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Nov 03, 2025 Q3 2025 |
1,894
shares
|
$506,569
0.4% of portfolio
|
Q3 2025
Added 40.92%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,885
shares
|
$504,162
17.66% of portfolio
|
Q4 2023
Reduced 97.61%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
1,884
shares
|
$503,894
0.35% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
1,884
shares
|
$503,894
0.37% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 09, 2026 Q4 2025 |
1,880
shares
|
$502,824
0.52% of portfolio
|
Q4 2025
Added 1.24%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
1,872
shares
|
$500,685
0.25% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
1,871
shares
|
$500,417
0.19% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Dec 09, 2025 Q3 2025 |
1,871
shares
|
$500,417
0.35% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
1,866
shares
|
$499,080
0.27% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Oct 30, 2025 Q3 2025 |
1,850
shares
|
$494,800
0.16% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 14, 2026 Q4 2025 |
1,843
shares
|
$492,928
0.3% of portfolio
|
Q4 2025
Added 61.1%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
1,837
shares
|
$491,324
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,836
shares
|
$491,056
0.22% of portfolio
|
Q3 2020
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
1,830
shares
|
$489,451
0.01% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
1,825
shares
|
$488,114
0.02% of portfolio
|
Q3 2025
Reduced 84.15%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
1,823
shares
|
$487,579
0.34% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,822
shares
|
$487,312
0.05% of portfolio
|
Q3 2025
Added 79.86%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
1,819
shares
|
$486,509
0.13% of portfolio
|
Q3 2025
Reduced 58.48%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
1,817
shares
|
$485,974
0.15% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
1,804
shares
|
$482,497
0.33% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,793
shares
|
$479,555
0.03% of portfolio
|
Q3 2022
Added 1.36%
|
|