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 |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
322,541
shares
|
$86.3 Million
8.25% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Baskin Financial Services Inc.
|
Oct 09, 2025 Q3 2025 |
322,454
shares
|
$86.2 Million
6.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
322,329
shares
|
$86.2 Million
1.12% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
321,963
shares
|
$86.1 Million
5.85% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
320,993
shares
|
$85.9 Million
2.48% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
320,664
shares
|
$85.8 Million
7.56% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
320,418
shares
|
$85.7 Million
4.23% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
320,252
shares
|
$85.7 Million
5.68% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
319,880
shares
|
$85.6 Million
1.65% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Nov 04, 2025 Q3 2025 |
319,400
shares
|
$85.4 Million
0.62% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
318,764
shares
|
$85.3 Million
4.6% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
318,140
shares
|
$85.1 Million
5.44% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
317,619
shares
|
$85 Million
3.13% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
317,506
shares
|
$84.9 Million
4.46% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
316,581
shares
|
$84.7 Million
5.75% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
315,951
shares
|
$84.5 Million
1.7% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
315,769
shares
|
$84.5 Million
4.44% of portfolio
|
Q3 2025
Added 603.18%
|
|
|
Avity Investment Management Inc.
|
Nov 19, 2025 Q3 2025 |
315,569
shares
|
$84.4 Million
5.64% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
314,217
shares
|
$84 Million
3.58% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
313,758
shares
|
$83.9 Million
3.39% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
312,161
shares
|
$83.5 Million
5.18% of portfolio
|
Q3 2025
Reduced 45.57%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
311,666
shares
|
$83.4 Million
3.61% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
311,383
shares
|
$83.3 Million
3.9% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
310,198
shares
|
$83 Million
9.01% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
309,103
shares
|
$82.7 Million
4.86% of portfolio
|
Q3 2025
Added 7.12%
|
|