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 |
|---|---|---|---|---|---|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,251
shares
|
$334,592
2.4% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
1,240
shares
|
$331,650
0.06% of portfolio
|
Q2 2025
Reduced 54.18%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
1,237
shares
|
$330,848
0.56% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2026 Q4 2025 |
1,230
shares
|
$328,975
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 02, 2026 Q4 2025 |
1,218
shares
|
$325,766
0.18% of portfolio
|
Q4 2025
Added 32.82%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2025 Q3 2025 |
1,202
shares
|
$321,486
0.29% of portfolio
|
Q3 2025
Reduced 23.19%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 06, 2026 Q4 2025 |
1,200
shares
|
$320,952
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$320,952
0.47% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 14, 2025 Q3 2025 |
1,199
shares
|
$320,684
0.14% of portfolio
|
Q3 2025
Reduced 26.35%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
1,195
shares
|
$319,614
0.12% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Nov 03, 2025 Q3 2025 |
1,185
shares
|
$316,940
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,182
shares
|
$316,137
0.23% of portfolio
|
Q2 2025
Reduced 43.61%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Apr 29, 2025 Q1 2025 |
1,180
shares
|
$315,602
18.12% of portfolio
|
Q1 2025
Reduced 92.74%
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
1,180
shares
|
$315,602
0.27% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
1,172
shares
|
$313,463
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
1,165
shares
|
$311,590
0.16% of portfolio
|
Q4 2025
Added 11.48%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
1,162
shares
|
$310,788
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
1,151
shares
|
$307,846
0.2% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
1,150
shares
|
$307,579
0.22% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
1,144
shares
|
$305,974
0.11% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
1,140
shares
|
$304,904
0.32% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
1,136
shares
|
$303,834
0.22% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
1,132
shares
|
$302,764
0.24% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
1,125
shares
|
$300,892
0.07% of portfolio
|
Q3 2025
Reduced 98.84%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,125
shares
|
$300,892
0.0% of portfolio
|
Q3 2025
Reduced 24.24%
|
|