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 |
|---|---|---|---|---|---|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
927
shares
|
$247,935
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 03, 2025 Q3 2025 |
915
shares
|
$244,725
0.12% of portfolio
|
Q3 2025
Reduced 83.87%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
914
shares
|
$244,458
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Dec 03, 2025 Q3 2025 |
913
shares
|
$244,190
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2025 Q3 2025 |
906
shares
|
$242,318
0.0% of portfolio
|
Q3 2025
Reduced 18.67%
|
|
|
Swf LLC
Omaha, NE |
Nov 06, 2025 Q3 2025 |
895
shares
|
$239,376
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
891
shares
|
$238,306
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
890
shares
|
$238,039
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
886
shares
|
$236,969
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Oct 30, 2025 Q3 2025 |
883
shares
|
$236,167
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
876
shares
|
$234,294
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
866
shares
|
$231,620
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
861
shares
|
$230,283
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
858
shares
|
$229,480
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
857
shares
|
$229,213
0.1% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
843
shares
|
$225,468
0.05% of portfolio
|
Q3 2025
Reduced 33.2%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
837
shares
|
$223,864
0.08% of portfolio
|
Q3 2022
Reduced 27.53%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2025 Q3 2025 |
832
shares
|
$222,526
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
823
shares
|
$220,119
0.15% of portfolio
|
Q3 2025
Reduced 63.98%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
820
shares
|
$219,317
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fidato Wealth LLC
|
Nov 05, 2025 Q3 2025 |
811
shares
|
$216,910
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
803
shares
|
$214,770
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
799
shares
|
$213,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Corbyn Investment Management Inc
|
Jan 13, 2026 Q4 2025 |
777
shares
|
$207,816
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
767
shares
|
$205,141
0.16% of portfolio
|
Q3 2025
Added 3.79%
|
|