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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
409,108
shares
|
$109 Million
2.9% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
409,014
shares
|
$109 Million
4.61% of portfolio
|
Q3 2025
Added 53.58%
|
|
|
Hoffman, Alan N Investment Management
|
Oct 08, 2025 Q3 2025 |
408,013
shares
|
$109 Million
45.35% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
407,018
shares
|
$109 Million
7.73% of portfolio
|
Q2 2022
Reduced 2.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
404,034
shares
|
$108 Million
2.99% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
403,919
shares
|
$108 Million
9.14% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
403,431
shares
|
$108 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
402,464
shares
|
$108 Million
4.17% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
402,407
shares
|
$108 Million
5.88% of portfolio
|
Q3 2025
Added 91.47%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
401,795
shares
|
$107 Million
4.04% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
400,683
shares
|
$107 Million
1.63% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
400,191
shares
|
$107 Million
6.57% of portfolio
|
Q3 2025
Added 20.9%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
399,746
shares
|
$107 Million
2.89% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
397,834
shares
|
$106 Million
5.16% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
397,312
shares
|
$106 Million
14.44% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
396,812
shares
|
$106 Million
6.14% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
396,699
shares
|
$106 Million
0.83% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
394,561
shares
|
$106 Million
3.71% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
393,532
shares
|
$105 Million
21.18% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
392,443
shares
|
$105 Million
5.99% of portfolio
|
Q4 2022
Reduced 4.95%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
390,727
shares
|
$105 Million
8.53% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
388,900
shares
|
$104 Million
6.83% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
387,010
shares
|
$104 Million
3.19% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
386,371
shares
|
$103 Million
7.13% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
386,334
shares
|
$103 Million
0.58% of portfolio
|
Q3 2025
Added 115.71%
|
|