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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
178,067
shares
|
$47.6 Million
0.52% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
177,892
shares
|
$47.6 Million
6.25% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Guinness Asset Management LTD
London, X0 |
Nov 05, 2025 Q3 2025 |
177,800
shares
|
$47.6 Million
0.72% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
177,531
shares
|
$47.5 Million
1.96% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
177,528
shares
|
$47.5 Million
3.87% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
177,478
shares
|
$47.5 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
177,401
shares
|
$47.4 Million
3.04% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
177,368
shares
|
$47.4 Million
4.88% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
176,916
shares
|
$47.3 Million
19.36% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
176,739
shares
|
$47.3 Million
6.6% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
176,643
shares
|
$47.2 Million
7.17% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
176,620
shares
|
$47.2 Million
3.69% of portfolio
|
Q4 2023
Reduced 52.9%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
176,497
shares
|
$47.2 Million
4.67% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
176,477
shares
|
$47.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
176,205
shares
|
$47.1 Million
4.57% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
175,576
shares
|
$47 Million
1.88% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
175,234
shares
|
$46.9 Million
1.74% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
174,473
shares
|
$46.7 Million
0.64% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
174,394
shares
|
$46.6 Million
5.89% of portfolio
|
Q3 2025
Added 30.45%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
174,354
shares
|
$46.6 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
173,947
shares
|
$46.5 Million
3.06% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Suncoast Equity Management
|
Oct 21, 2025 Q3 2025 |
173,621
shares
|
$46.4 Million
4.46% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
173,617
shares
|
$46.4 Million
0.58% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
173,540
shares
|
$46.4 Million
5.12% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
173,372
shares
|
$46.4 Million
2.97% of portfolio
|
Q4 2023
Reduced 52.96%
|
|