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 |
|---|---|---|---|---|---|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
138,200
shares
|
$37 Million
1.61% of portfolio
|
Q3 2025
Added 239.77%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
138,079
shares
|
$36.9 Million
2.17% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
138,073
shares
|
$36.9 Million
7.4% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
137,927
shares
|
$36.9 Million
10.52% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
137,908
shares
|
$36.9 Million
1.93% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
137,863
shares
|
$36.9 Million
7.13% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
137,200
shares
|
$36.7 Million
1.74% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
137,086
shares
|
$36.7 Million
1.98% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
137,058
shares
|
$36.7 Million
7.29% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
136,659
shares
|
$36.6 Million
10.98% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
136,429
shares
|
$36.5 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
136,390
shares
|
$36.5 Million
4.62% of portfolio
|
Q4 2022
Reduced 22.96%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
136,156
shares
|
$36.4 Million
6.24% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
135,972
shares
|
$36.4 Million
3.78% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
135,387
shares
|
$36.2 Million
7.76% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
135,230
shares
|
$36.2 Million
4.51% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
135,175
shares
|
$36.2 Million
4.61% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
135,164
shares
|
$36.2 Million
4.57% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
135,113
shares
|
$36.1 Million
7.53% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
135,049
shares
|
$36.1 Million
6.93% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
134,925
shares
|
$36.1 Million
2.04% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
134,709
shares
|
$36 Million
8.11% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
134,655
shares
|
$36 Million
5.13% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
134,652
shares
|
$36 Million
7.47% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
134,646
shares
|
$36 Million
2.91% of portfolio
|
Q3 2025
Reduced 2.83%
|
|