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 |
|---|---|---|---|---|---|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
209,311
shares
|
$56 Million
12.09% of portfolio
|
Q3 2025
Added 45.16%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
209,300
shares
|
$56 Million
5.04% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
209,072
shares
|
$55.9 Million
10.98% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
208,337
shares
|
$55.7 Million
5.01% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
208,317
shares
|
$55.7 Million
6.15% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
208,075
shares
|
$55.7 Million
5.8% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
207,802
shares
|
$55.6 Million
10.52% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
207,635
shares
|
$55.5 Million
2.05% of portfolio
|
Q3 2025
Added 192.87%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
207,085
shares
|
$55.4 Million
5.3% of portfolio
|
Q3 2025
Reduced 70.56%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
207,082
shares
|
$55.4 Million
5.45% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
206,839
shares
|
$55.3 Million
1.22% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
206,737
shares
|
$55.3 Million
3.68% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
206,621
shares
|
$55.3 Million
5.77% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
206,535
shares
|
$55.2 Million
3.24% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
206,435
shares
|
$55.2 Million
2.82% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
205,846
shares
|
$55.1 Million
3.16% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
205,622
shares
|
$55 Million
1.16% of portfolio
|
Q3 2025
Reduced 25.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
205,590
shares
|
$55 Million
2.0% of portfolio
|
Q3 2022
Added 6718.91%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
205,069
shares
|
$54.8 Million
6.48% of portfolio
|
Q3 2022
Reduced 2.12%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
205,000
shares
|
$54.8 Million
5.23% of portfolio
|
Q4 2022
Reduced 6.82%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
204,959
shares
|
$54.8 Million
2.15% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
204,847
shares
|
$54.8 Million
6.55% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
204,751
shares
|
$54.8 Million
5.16% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
204,242
shares
|
$54.6 Million
5.69% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
204,022
shares
|
$54.6 Million
3.02% of portfolio
|
Q3 2025
Reduced 1.97%
|
|