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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
386,089
shares
|
$103 Million
2.18% of portfolio
|
Q3 2025
Reduced 16.89%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
384,537
shares
|
$103 Million
17.28% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
383,855
shares
|
$103 Million
3.56% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
383,671
shares
|
$103 Million
6.64% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
382,684
shares
|
$102 Million
1.97% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
382,380
shares
|
$102 Million
3.38% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
381,204
shares
|
$102 Million
9.34% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
380,736
shares
|
$102 Million
11.96% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
380,021
shares
|
$102 Million
3.23% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Argent Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
379,133
shares
|
$101 Million
2.68% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
378,227
shares
|
$101 Million
7.6% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
378,099
shares
|
$101 Million
3.76% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
377,243
shares
|
$101 Million
5.28% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
375,635
shares
|
$100 Million
0.33% of portfolio
|
Q3 2025
Added 1057.26%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
375,506
shares
|
$100 Million
16.68% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
374,872
shares
|
$100 Million
6.11% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
374,223
shares
|
$100 Million
5.48% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2025 Q3 2025 |
373,893
shares
|
$100 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
373,750
shares
|
$100 Million
2.43% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
372,367
shares
|
$99.6 Million
1.34% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
372,033
shares
|
$99.5 Million
1.8% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Candlestick Capital Management LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
371,747
shares
|
$99.4 Million
2.37% of portfolio
|
Q3 2025
New holding
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Oct 07, 2025 Q3 2025 |
371,700
shares
|
$99.4 Million
9.43% of portfolio
|
Q2 2023
Added 21.87%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Oct 20, 2025 Q3 2025 |
371,280
shares
|
$99.3 Million
4.8% of portfolio
|
Q3 2025
Added 101.06%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
370,819
shares
|
$99.2 Million
7.02% of portfolio
|
Q3 2025
Added 55.2%
|
|