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 |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
198,684
shares
|
$53.1 Million
5.2% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
198,351
shares
|
$53.1 Million
2.5% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
198,178
shares
|
$53 Million
0.39% of portfolio
|
Q4 2022
Reduced 3.27%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
198,083
shares
|
$53 Million
2.38% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
198,067
shares
|
$53 Million
8.8% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
197,932
shares
|
$52.9 Million
10.87% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
197,387
shares
|
$52.8 Million
6.19% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
197,377
shares
|
$52.8 Million
4.3% of portfolio
|
Q3 2025
Added 24.93%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
197,373
shares
|
$52.8 Million
1.72% of portfolio
|
Q3 2022
Added 8.47%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
197,358
shares
|
$52.8 Million
8.5% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
196,954
shares
|
$52.7 Million
5.14% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
196,937
shares
|
$52.7 Million
1.86% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
195,650
shares
|
$52.3 Million
6.54% of portfolio
|
Q3 2023
Reduced 4.92%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
195,639
shares
|
$52.3 Million
3.02% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Baker Chad R
Perrysburg, OH |
Oct 16, 2025 Q3 2025 |
195,384
shares
|
$52.3 Million
8.94% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
195,295
shares
|
$52.2 Million
0.62% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
195,211
shares
|
$52.2 Million
6.42% of portfolio
|
Q3 2025
Added 580.6%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
195,000
shares
|
$52.2 Million
4.24% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
194,916
shares
|
$52.1 Million
7.84% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
194,289
shares
|
$52 Million
1.16% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
193,953
shares
|
$51.9 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
193,436
shares
|
$51.7 Million
3.6% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
193,396
shares
|
$51.7 Million
4.2% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
193,383
shares
|
$51.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
193,343
shares
|
$51.7 Million
15.11% of portfolio
|
Q2 2025
Reduced 0.1%
|
|