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 |
|---|---|---|---|---|---|
|
Waycross Partners, LLC
Louisville, KY |
Nov 07, 2025 Q3 2025 |
251,720
shares
|
$67.3 Million
5.54% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
251,626
shares
|
$67.3 Million
1.04% of portfolio
|
Q3 2025
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
251,595
shares
|
$67.3 Million
5.47% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
251,471
shares
|
$67.3 Million
5.57% of portfolio
|
Q2 2023
Added 101.16%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
251,123
shares
|
$67.2 Million
3.45% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
251,012
shares
|
$67.1 Million
4.34% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
251,003
shares
|
$67.1 Million
5.97% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
250,606
shares
|
$67 Million
4.98% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Jacobs & CO
|
Oct 01, 2025 Q3 2025 |
250,192
shares
|
$66.9 Million
6.09% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
250,131
shares
|
$66.9 Million
4.73% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
249,803
shares
|
$66.8 Million
13.41% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 13, 2025 Q3 2025 |
249,800
shares
|
$66.8 Million
3.15% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
249,737
shares
|
$66.8 Million
12.73% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
249,673
shares
|
$66.8 Million
0.16% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
249,515
shares
|
$66.7 Million
6.91% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
249,426
shares
|
$66.7 Million
3.0% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
249,271
shares
|
$66.7 Million
2.79% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
248,975
shares
|
$66.6 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
248,868
shares
|
$66.6 Million
5.37% of portfolio
|
Q3 2022
Reduced 0.26%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
248,302
shares
|
$66.4 Million
2.54% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
248,267
shares
|
$66.4 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
247,338
shares
|
$66.2 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
246,592
shares
|
$66 Million
5.43% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
246,103
shares
|
$65.8 Million
3.92% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
246,042
shares
|
$65.8 Million
4.2% of portfolio
|
Q3 2025
Added 0.0%
|
|