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 |
|---|---|---|---|---|---|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
295,185
shares
|
$79 Million
15.29% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
294,833
shares
|
$78.9 Million
4.78% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
294,218
shares
|
$78.7 Million
8.57% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
294,199
shares
|
$78.7 Million
3.84% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
294,139
shares
|
$78.7 Million
5.93% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
293,615
shares
|
$78.5 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Guide Stone Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
293,577
shares
|
$78.5 Million
100.0% of portfolio
|
Q3 2022
Reduced 50.13%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
292,895
shares
|
$78.3 Million
2.32% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
292,732
shares
|
$78.3 Million
5.21% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
291,968
shares
|
$78.1 Million
16.77% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
291,582
shares
|
$78 Million
4.05% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Bender Robert & Associates
|
Oct 22, 2025 Q3 2025 |
291,005
shares
|
$77.8 Million
16.04% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
290,848
shares
|
$77.8 Million
3.1% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
290,839
shares
|
$77.8 Million
2.94% of portfolio
|
Q3 2025
Reduced 14.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
290,700
shares
|
$77.8 Million
2.19% of portfolio
|
Q3 2025
Reduced 41.32%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
290,170
shares
|
$77.6 Million
4.78% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
289,888
shares
|
$77.5 Million
5.08% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
289,193
shares
|
$77.3 Million
2.41% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
289,067
shares
|
$77.3 Million
5.4% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
289,019
shares
|
$77.3 Million
10.78% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Academy Capital Management Inc
Waco, TX |
Dec 12, 2025 Q3 2025 |
288,878
shares
|
$77.3 Million
10.5% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
288,477
shares
|
$77.2 Million
2.77% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
288,020
shares
|
$77 Million
5.73% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
287,779
shares
|
$77 Million
5.17% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
286,722
shares
|
$76.7 Million
2.57% of portfolio
|
Q3 2025
Added 32.45%
|
|