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 |
|---|---|---|---|---|---|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
185,709
shares
|
$49.7 Million
6.89% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
185,652
shares
|
$49.7 Million
7.17% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
185,524
shares
|
$49.6 Million
5.68% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
185,014
shares
|
$49.5 Million
2.71% of portfolio
|
Q3 2025
Added 28.92%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
184,876
shares
|
$49.4 Million
1.5% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
184,719
shares
|
$49.4 Million
2.21% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
184,321
shares
|
$49.3 Million
4.19% of portfolio
|
Q3 2025
Added 47.76%
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
184,217
shares
|
$49.3 Million
8.88% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 21, 2025 Q3 2025 |
182,988
shares
|
$48.9 Million
4.89% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
182,240
shares
|
$48.7 Million
3.9% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
182,018
shares
|
$48.7 Million
5.96% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
181,802
shares
|
$48.6 Million
6.75% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
181,625
shares
|
$48.6 Million
2.1% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
181,525
shares
|
$48.6 Million
3.5% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
181,255
shares
|
$48.5 Million
2.01% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
180,961
shares
|
$48.4 Million
2.79% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
180,891
shares
|
$48.4 Million
2.26% of portfolio
|
Q3 2025
Added 44.61%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
180,800
shares
|
$48.4 Million
6.67% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
180,602
shares
|
$48.3 Million
6.89% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
180,468
shares
|
$48.3 Million
1.59% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
180,028
shares
|
$48.2 Million
6.36% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
179,244
shares
|
$47.9 Million
5.29% of portfolio
|
Q2 2023
Added 5.9%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
178,445
shares
|
$47.7 Million
0.23% of portfolio
|
Q3 2025
Added 34.3%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
178,420
shares
|
$47.7 Million
6.54% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
178,126
shares
|
$47.6 Million
2.44% of portfolio
|
Q3 2025
Added 0.26%
|
|