Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,576 institutions that hold shares in the stock, with a total of 8.98 Billion shares, which have been reported (via 13F filing form) to have a value of $2.4 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
460,772
shares
|
$123 Million
2.32% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
459,850
shares
|
$123 Million
23.2% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
459,568
shares
|
$123 Million
13.22% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
456,621
shares
|
$122 Million
3.87% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
455,952
shares
|
$122 Million
2.76% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
455,146
shares
|
$122 Million
3.01% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
454,592
shares
|
$122 Million
3.14% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
453,681
shares
|
$121 Million
1.63% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
453,220
shares
|
$121 Million
3.47% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
452,678
shares
|
$121 Million
6.48% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
452,296
shares
|
$121 Million
2.89% of portfolio
|
Q4 2023
Reduced 2.36%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
451,553
shares
|
$121 Million
6.43% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
451,281
shares
|
$121 Million
7.57% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
449,089
shares
|
$120 Million
0.61% of portfolio
|
Q3 2025
Added 2505.98%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
446,214
shares
|
$119 Million
5.35% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
442,634
shares
|
$118 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
441,915
shares
|
$118 Million
32.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
441,422
shares
|
$118 Million
3.55% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
437,232
shares
|
$117 Million
5.14% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
436,851
shares
|
$117 Million
1.03% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
436,385
shares
|
$117 Million
3.19% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
436,126
shares
|
$117 Million
4.78% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
435,529
shares
|
$116 Million
4.14% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
433,776
shares
|
$116 Million
7.8% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
433,509
shares
|
$116 Million
6.68% of portfolio
|
Q3 2025
Added 0.04%
|
|