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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
351,828
shares
|
$94.1 Million
6.42% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
351,791
shares
|
$94.1 Million
0.9% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
351,315
shares
|
$94 Million
5.06% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
351,266
shares
|
$93.9 Million
2.92% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
349,736
shares
|
$93.5 Million
2.33% of portfolio
|
Q3 2025
Added 1555.08%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
348,499
shares
|
$93.2 Million
0.46% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
348,074
shares
|
$93.1 Million
5.95% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
347,579
shares
|
$93 Million
5.83% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
347,439
shares
|
$92.9 Million
2.93% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
347,332
shares
|
$92.9 Million
7.02% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
346,899
shares
|
$92.8 Million
2.52% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
346,443
shares
|
$92.7 Million
5.24% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
346,234
shares
|
$92.6 Million
1.71% of portfolio
|
Q2 2025
Reduced 60.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
345,481
shares
|
$92.4 Million
5.41% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
344,756
shares
|
$92.2 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
344,294
shares
|
$92.1 Million
9.72% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
343,650
shares
|
$91.9 Million
5.23% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
343,018
shares
|
$91.7 Million
4.55% of portfolio
|
Q3 2022
Reduced -0.0%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
343,009
shares
|
$91.7 Million
6.74% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
342,137
shares
|
$91.5 Million
0.51% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
341,453
shares
|
$91.3 Million
6.48% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
340,764
shares
|
$91.1 Million
4.35% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Oct 29, 2025 Q3 2025 |
340,060
shares
|
$91 Million
3.78% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
339,780
shares
|
$90.9 Million
5.38% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
339,634
shares
|
$90.8 Million
4.23% of portfolio
|
Q3 2025
Reduced 0.24%
|
|