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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
152,777
shares
|
$40.9 Million
5.64% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
152,770
shares
|
$40.9 Million
4.59% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
152,730
shares
|
$40.8 Million
9.22% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
152,225
shares
|
$40.7 Million
10.67% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
152,083
shares
|
$40.7 Million
12.95% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
151,898
shares
|
$40.6 Million
1.79% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
151,844
shares
|
$40.6 Million
4.47% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
151,796
shares
|
$40.6 Million
2.58% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
151,758
shares
|
$40.6 Million
3.31% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
151,711
shares
|
$40.6 Million
5.31% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
151,543
shares
|
$40.5 Million
5.67% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
151,445
shares
|
$40.5 Million
3.34% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Saybrook Capital
|
Oct 16, 2025 Q3 2025 |
151,259
shares
|
$40.5 Million
10.34% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
151,178
shares
|
$40.4 Million
4.29% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
151,096
shares
|
$40.4 Million
5.49% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
150,835
shares
|
$40.3 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
150,732
shares
|
$40.3 Million
3.19% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
150,363
shares
|
$40.2 Million
2.08% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
150,340
shares
|
$40.2 Million
2.55% of portfolio
|
Q3 2022
Added 5.6%
|
|
|
Progressive Investment Management Corp
|
Nov 05, 2025 Q3 2025 |
150,288
shares
|
$40.2 Million
9.45% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
150,004
shares
|
$40.1 Million
2.09% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
149,964
shares
|
$40.1 Million
5.22% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
149,944
shares
|
$40.1 Million
5.29% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
149,835
shares
|
$40.1 Million
3.44% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Bennett Selby Investments LP
|
Oct 08, 2025 Q3 2025 |
149,731
shares
|
$40 Million
12.64% of portfolio
|
Q3 2025
Reduced 0.12%
|
|