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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
142,646
shares
|
$38.2 Million
4.67% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 12, 2025 Q3 2025 |
142,499
shares
|
$38.1 Million
4.93% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
141,999
shares
|
$38 Million
18.72% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
141,990
shares
|
$38 Million
3.38% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
141,737
shares
|
$37.9 Million
3.19% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
141,452
shares
|
$37.8 Million
4.33% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
141,263
shares
|
$37.8 Million
1.01% of portfolio
|
Q3 2025
Reduced 21.93%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
141,078
shares
|
$37.7 Million
3.73% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140,974
shares
|
$37.7 Million
2.74% of portfolio
|
Q2 2023
Reduced 2.82%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
140,897
shares
|
$37.7 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
140,753
shares
|
$37.6 Million
4.1% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
140,272
shares
|
$37.5 Million
10.61% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
140,158
shares
|
$37.5 Million
7.56% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
140,024
shares
|
$37.5 Million
1.19% of portfolio
|
Q3 2025
Added 356.57%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
139,458
shares
|
$37.3 Million
3.12% of portfolio
|
Q2 2023
Added 2.21%
|
|
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
Nov 05, 2025 Q3 2025 |
139,315
shares
|
$37.3 Million
8.82% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
139,200
shares
|
$37.2 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
139,016
shares
|
$37.2 Million
6.74% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
138,755
shares
|
$37.1 Million
9.18% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
138,663
shares
|
$37.1 Million
10.17% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
138,490
shares
|
$37 Million
3.11% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
138,396
shares
|
$37 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
138,316
shares
|
$37 Million
1.02% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
138,292
shares
|
$37 Million
19.94% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
138,285
shares
|
$37 Million
5.05% of portfolio
|
Q2 2025
Reduced 8.13%
|
|