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 |
|---|---|---|---|---|---|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2025 Q3 2025 |
1,010
shares
|
$270,134
0.03% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Nov 03, 2025 Q3 2025 |
1,008
shares
|
$269,599
0.24% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
1,000
shares
|
$267,460
0.11% of portfolio
|
Q2 2025
Reduced 35.06%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$267,460
0.21% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jan 14, 2026 Q4 2025 |
998
shares
|
$266,925
0.17% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
977
shares
|
$261,308
0.11% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
976
shares
|
$261,040
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
975
shares
|
$260,773
0.01% of portfolio
|
Q3 2025
Reduced 74.75%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
970
shares
|
$259,436
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Teramo Advisors, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
967
shares
|
$258,633
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
964
shares
|
$257,831
10.65% of portfolio
|
Q4 2024
Reduced 98.24%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
951
shares
|
$254,354
0.08% of portfolio
|
Q3 2025
Reduced 35.87%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
950
shares
|
$254,086
0.04% of portfolio
|
Q3 2025
Reduced 23.39%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
950
shares
|
$254,086
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
950
shares
|
$254,086
0.11% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
949
shares
|
$253,819
0.14% of portfolio
|
Q3 2025
Added 34.8%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
947
shares
|
$253,284
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
947
shares
|
$253,284
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
939
shares
|
$251,144
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
938
shares
|
$250,877
0.0% of portfolio
|
Q3 2025
Reduced 95.87%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2026 Q4 2025 |
936
shares
|
$250,342
0.13% of portfolio
|
Q3 2025
Reduced 88.65%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Nov 14, 2025 Q3 2025 |
933
shares
|
$249,540
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Nov 06, 2025 Q3 2025 |
930
shares
|
$248,737
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Ehrenkranz Partners L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
930
shares
|
$248,737
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
927
shares
|
$247,935
0.0% of portfolio
|
Q3 2025
Reduced 7.58%
|
|