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 |
|---|---|---|---|---|---|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
203,540
shares
|
$54.4 Million
23.55% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
203,364
shares
|
$54.4 Million
5.4% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
203,343
shares
|
$54.4 Million
9.78% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
203,032
shares
|
$54.3 Million
7.91% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
202,992
shares
|
$54.3 Million
8.49% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
202,828
shares
|
$54.2 Million
5.08% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
202,738
shares
|
$54.2 Million
3.04% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 15, 2025 Q3 2025 |
202,666
shares
|
$54.2 Million
4.47% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
202,585
shares
|
$54.2 Million
7.68% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
202,452
shares
|
$54.1 Million
0.68% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
202,248
shares
|
$54.1 Million
1.37% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
202,193
shares
|
$54.1 Million
5.9% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
202,071
shares
|
$54 Million
1.5% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
201,961
shares
|
$54 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
201,857
shares
|
$54 Million
7.09% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 20, 2025 Q3 2025 |
201,856
shares
|
$54 Million
3.94% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
200,796
shares
|
$53.7 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
200,665
shares
|
$53.7 Million
1.76% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
200,454
shares
|
$53.6 Million
2.84% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
200,179
shares
|
$53.5 Million
3.56% of portfolio
|
Q3 2025
Added 201.5%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
199,830
shares
|
$53.4 Million
2.89% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
199,814
shares
|
$53.4 Million
8.21% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
199,132
shares
|
$53.3 Million
1.08% of portfolio
|
Q3 2025
Added 45.51%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
198,969
shares
|
$53.2 Million
7.98% of portfolio
|
Q3 2025
Added 19.12%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
198,857
shares
|
$53.2 Million
3.76% of portfolio
|
Q3 2022
Added 0.1%
|
|