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 |
|---|---|---|---|---|---|
|
Avenir Corp
Washington, DC |
Nov 14, 2025 Q3 2025 |
233,792
shares
|
$62.5 Million
6.55% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
233,136
shares
|
$62.4 Million
2.0% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
233,109
shares
|
$62.3 Million
3.63% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
232,448
shares
|
$62.2 Million
5.14% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
232,384
shares
|
$62.2 Million
4.16% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
231,949
shares
|
$62 Million
6.48% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
231,579
shares
|
$61.9 Million
0.82% of portfolio
|
Q3 2025
Added 169.21%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
230,306
shares
|
$61.6 Million
3.56% of portfolio
|
Q3 2025
Added 59.52%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
230,010
shares
|
$61.5 Million
2.68% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
229,786
shares
|
$61.5 Million
5.78% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
228,650
shares
|
$61.2 Million
4.71% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
228,541
shares
|
$61.1 Million
4.49% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
228,538
shares
|
$61.1 Million
3.41% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
228,410
shares
|
$61.1 Million
4.24% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Ycg, LLC
|
Oct 28, 2025 Q3 2025 |
228,202
shares
|
$61 Million
4.51% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
228,052
shares
|
$61 Million
3.67% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
228,000
shares
|
$61 Million
6.62% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
227,522
shares
|
$60.9 Million
4.48% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
226,961
shares
|
$60.7 Million
3.76% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
226,838
shares
|
$60.7 Million
6.27% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
226,414
shares
|
$60.6 Million
12.12% of portfolio
|
Q2 2022
Reduced 23.79%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
226,261
shares
|
$60.5 Million
5.87% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
226,009
shares
|
$60.4 Million
6.47% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
225,893
shares
|
$60.4 Million
2.61% of portfolio
|
Q4 2022
Reduced 0.7%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
225,618
shares
|
$60.3 Million
5.37% of portfolio
|
Q2 2025
Reduced 1.28%
|
|