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 |
|---|---|---|---|---|---|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,612
shares
|
$431,145
0.15% of portfolio
|
Q3 2025
Added 30.84%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,611
shares
|
$430,878
4.5% of portfolio
|
Q3 2022
Reduced 75.05%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2025 Q3 2025 |
1,609
shares
|
$430,343
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
1,604
shares
|
$429,005
0.28% of portfolio
|
Q1 2025
Added 35.47%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
1,601
shares
|
$428,203
0.32% of portfolio
|
Q3 2025
Reduced 52.93%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
1,598
shares
|
$427,401
0.62% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Weybosset Research & Management LLC
|
Jan 06, 2026 Q4 2025 |
1,591
shares
|
$425,528
0.16% of portfolio
|
Q4 2025
Reduced 5.69%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 12, 2025 Q3 2025 |
1,586
shares
|
$424,191
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1,578
shares
|
$422,051
0.14% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,577
shares
|
$421,784
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Kirr Marbach & CO LLC
|
Oct 14, 2025 Q3 2025 |
1,572
shares
|
$420,447
0.08% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
1,562
shares
|
$417,772
0.33% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
1,561
shares
|
$417,505
0.14% of portfolio
|
Q1 2023
Added 0.06%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
1,556
shares
|
$416,167
0.25% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
1,555
shares
|
$415,900
0.27% of portfolio
|
Q3 2025
Reduced 34.11%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
1,551
shares
|
$414,830
0.04% of portfolio
|
Q3 2025
Reduced 78.59%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jan 07, 2026 Q4 2025 |
1,549
shares
|
$414,295
0.47% of portfolio
|
Q4 2025
Reduced 63.29%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
1,545
shares
|
$413,225
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
1,536
shares
|
$410,818
0.29% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,535
shares
|
$410,551
0.01% of portfolio
|
Q3 2025
Reduced 33.61%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 15, 2026 Q4 2025 |
1,532
shares
|
$409,748
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Penbrook Management LLC
|
Jan 06, 2026 Q4 2025 |
1,529
shares
|
$408,946
0.32% of portfolio
|
Q4 2025
Reduced 11.57%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
1,511
shares
|
$404,132
0.18% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,508
shares
|
$403,329
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
1,508
shares
|
$403,329
0.25% of portfolio
|
Q4 2024
Added 1.66%
|
|