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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
339,614
shares
|
$90.8 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
Oct 14, 2025 Q3 2025 |
338,002
shares
|
$90.4 Million
6.66% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
337,580
shares
|
$90.3 Million
3.45% of portfolio
|
Q2 2022
Added 6.88%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Nov 12, 2025 Q3 2025 |
337,117
shares
|
$90.2 Million
3.32% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
335,490
shares
|
$89.7 Million
7.15% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
334,934
shares
|
$89.6 Million
3.56% of portfolio
|
Q3 2025
Added 29.52%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
334,785
shares
|
$89.5 Million
2.25% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
334,667
shares
|
$89.5 Million
5.79% of portfolio
|
Q3 2025
Reduced 18.04%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
Aug 12, 2025 Q2 2025 |
334,550
shares
|
$89.5 Million
2.83% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
333,894
shares
|
$89.3 Million
4.92% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Alleghany Corp
|
Nov 01, 2022 Q3 2022 |
333,856
shares
|
$89.3 Million
2.08% of portfolio
|
Q1 2021
Reduced 25.41%
|
|
|
Alta Capital Management LLC
|
Nov 04, 2025 Q3 2025 |
332,783
shares
|
$89 Million
4.75% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
332,708
shares
|
$89 Million
1.28% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
332,700
shares
|
$89 Million
6.64% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
331,965
shares
|
$88.8 Million
5.07% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
331,391
shares
|
$88.6 Million
7.34% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
331,210
shares
|
$88.6 Million
21.85% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
331,041
shares
|
$88.5 Million
2.99% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
330,171
shares
|
$88.3 Million
5.39% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Nov 14, 2025 Q3 2025 |
328,376
shares
|
$87.8 Million
71.24% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
328,004
shares
|
$87.7 Million
1.3% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
327,944
shares
|
$87.7 Million
3.03% of portfolio
|
Q3 2025
Added 104.56%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
325,362
shares
|
$87 Million
5.35% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
322,887
shares
|
$86.4 Million
3.83% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
322,877
shares
|
$86.4 Million
4.24% of portfolio
|
Q3 2023
Added 77.28%
|
|