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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
275,017
shares
|
$73.6 Million
2.68% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
273,929
shares
|
$73.3 Million
6.96% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
273,595
shares
|
$73.2 Million
3.11% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
272,566
shares
|
$72.9 Million
5.32% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
272,148
shares
|
$72.8 Million
5.19% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
272,103
shares
|
$72.8 Million
3.52% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
271,623
shares
|
$72.6 Million
5.6% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
271,179
shares
|
$72.5 Million
2.98% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
270,849
shares
|
$72.4 Million
2.76% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
270,646
shares
|
$72.4 Million
5.32% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
270,585
shares
|
$72.4 Million
5.04% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
270,359
shares
|
$72.3 Million
6.42% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
269,682
shares
|
$72.1 Million
3.14% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
269,567
shares
|
$72.1 Million
6.73% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
269,020
shares
|
$72 Million
0.36% of portfolio
|
Q3 2022
Reduced 28.14%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
268,650
shares
|
$71.9 Million
3.43% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
268,626
shares
|
$71.8 Million
9.15% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
267,980
shares
|
$71.7 Million
6.9% of portfolio
|
Q3 2025
Added 117.06%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
267,795
shares
|
$71.6 Million
5.11% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
Nov 14, 2025 Q3 2025 |
267,360
shares
|
$71.5 Million
1.67% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
266,747
shares
|
$71.3 Million
7.07% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
266,713
shares
|
$71.3 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
266,608
shares
|
$71.3 Million
5.18% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
265,723
shares
|
$71.1 Million
6.68% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
265,599
shares
|
$71 Million
4.76% of portfolio
|
Q3 2025
Reduced 3.53%
|
|