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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
166,541
shares
|
$44.5 Million
2.03% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
166,416
shares
|
$44.5 Million
1.69% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
165,906
shares
|
$44.4 Million
6.06% of portfolio
|
Q3 2025
Reduced 17.94%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
165,132
shares
|
$44.2 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
165,110
shares
|
$44.2 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
165,051
shares
|
$44.1 Million
2.33% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
164,708
shares
|
$44.1 Million
4.09% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Dnca Finance
Paris, I0 |
Nov 14, 2025 Q3 2025 |
164,500
shares
|
$44 Million
2.87% of portfolio
|
Q3 2025
Added 71.53%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
164,496
shares
|
$44 Million
0.76% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
164,431
shares
|
$44 Million
7.86% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
164,242
shares
|
$43.9 Million
4.81% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
164,241
shares
|
$43.9 Million
3.64% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
164,067
shares
|
$43.9 Million
3.52% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
163,697
shares
|
$43.8 Million
4.94% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
163,648
shares
|
$43.8 Million
7.42% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
163,600
shares
|
$43.8 Million
5.31% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
163,540
shares
|
$43.7 Million
3.06% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
163,361
shares
|
$43.7 Million
2.18% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
163,090
shares
|
$43.6 Million
10.58% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
162,827
shares
|
$43.5 Million
9.31% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
162,551
shares
|
$43.5 Million
4.56% of portfolio
|
Q4 2022
Added 9.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
162,326
shares
|
$43.4 Million
1.57% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
162,116
shares
|
$43.4 Million
16.67% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162,112
shares
|
$43.4 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
161,904
shares
|
$43.3 Million
11.61% of portfolio
|
Q3 2025
Reduced 0.26%
|
|