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 |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
156,409
shares
|
$41.8 Million
6.25% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
May Tech Global Investments, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
156,391
shares
|
$41.8 Million
4.17% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 07, 2025 Q3 2025 |
156,096
shares
|
$41.7 Million
8.54% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
156,038
shares
|
$41.7 Million
11.6% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
155,948
shares
|
$41.7 Million
0.87% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
155,892
shares
|
$41.7 Million
3.89% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
155,737
shares
|
$41.7 Million
5.87% of portfolio
|
Q2 2024
Reduced 13.1%
|
|
|
Tiff Advisory Services Inc
|
Nov 06, 2025 Q3 2025 |
155,729
shares
|
$41.7 Million
8.31% of portfolio
|
Q3 2025
Added 29.62%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
155,370
shares
|
$41.6 Million
2.35% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
155,242
shares
|
$41.5 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
155,009
shares
|
$41.5 Million
6.17% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
154,897
shares
|
$41.4 Million
6.72% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
154,883
shares
|
$41.4 Million
8.47% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
154,831
shares
|
$41.4 Million
4.09% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
154,830
shares
|
$41.4 Million
2.47% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
154,550
shares
|
$41.3 Million
10.24% of portfolio
|
Q4 2023
Added 4.86%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
154,313
shares
|
$41.3 Million
5.36% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
154,043
shares
|
$41.2 Million
0.18% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
153,862
shares
|
$41.2 Million
4.12% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
153,531
shares
|
$41.1 Million
3.29% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
153,214
shares
|
$41 Million
0.89% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
153,091
shares
|
$40.9 Million
2.97% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
153,043
shares
|
$40.9 Million
2.29% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Trb Advisors LP
New York, NY |
Oct 31, 2025 Q3 2025 |
153,000
shares
|
$40.9 Million
8.14% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
152,992
shares
|
$40.9 Million
3.32% of portfolio
|
Q3 2025
Added 0.31%
|
|