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 |
|---|---|---|---|---|---|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
161,877
shares
|
$43.3 Million
15.34% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Nzs Capital, LLC
Denver, CO |
Nov 12, 2025 Q3 2025 |
161,251
shares
|
$43.1 Million
1.47% of portfolio
|
Q3 2025
Added 42.6%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
160,778
shares
|
$43 Million
17.27% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
160,529
shares
|
$42.9 Million
2.61% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Rheos Capital Works Inc.
|
Oct 22, 2025 Q3 2025 |
160,500
shares
|
$42.9 Million
2.29% of portfolio
|
Q3 2025
Added 58.13%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
160,442
shares
|
$42.9 Million
1.81% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
160,309
shares
|
$42.9 Million
5.59% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
160,112
shares
|
$42.8 Million
3.13% of portfolio
|
Q2 2024
Added 571.27%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
159,653
shares
|
$42.7 Million
10.53% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
159,399
shares
|
$42.6 Million
13.7% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
159,201
shares
|
$42.6 Million
3.67% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
159,101
shares
|
$42.6 Million
2.62% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
158,781
shares
|
$42.5 Million
2.02% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
158,695
shares
|
$42.4 Million
1.18% of portfolio
|
Q3 2023
Added 1.63%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
158,625
shares
|
$42.4 Million
6.47% of portfolio
|
Q3 2023
Reduced 14.91%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
158,581
shares
|
$42.4 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
158,386
shares
|
$42.4 Million
4.96% of portfolio
|
Q3 2025
Added 24.98%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
158,323
shares
|
$42.3 Million
2.67% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
157,766
shares
|
$42.2 Million
2.03% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
157,233
shares
|
$42.1 Million
3.92% of portfolio
|
Q3 2025
Reduced 86.43%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
157,127
shares
|
$42 Million
0.83% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
157,018
shares
|
$42 Million
3.52% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
156,955
shares
|
$42 Million
2.75% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
156,522
shares
|
$41.9 Million
11.2% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
156,475
shares
|
$41.9 Million
3.48% of portfolio
|
Q3 2025
Added 0.43%
|
|