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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
134,414
shares
|
$36 Million
4.34% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
134,124
shares
|
$35.9 Million
2.58% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
134,078
shares
|
$35.9 Million
0.71% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
133,893
shares
|
$35.8 Million
4.28% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
133,668
shares
|
$35.8 Million
15.11% of portfolio
|
Q1 2023
Reduced 4.37%
|
|
|
Wallington Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
133,491
shares
|
$35.7 Million
4.65% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
133,320
shares
|
$35.7 Million
2.81% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
132,981
shares
|
$35.6 Million
5.28% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
132,816
shares
|
$35.5 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
132,793
shares
|
$35.5 Million
8.89% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
132,728
shares
|
$35.5 Million
4.86% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
132,724
shares
|
$35.5 Million
2.91% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
132,721
shares
|
$35.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
132,253
shares
|
$35.4 Million
4.2% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
132,234
shares
|
$35.4 Million
4.19% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
132,095
shares
|
$35.3 Million
2.5% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
132,034
shares
|
$35.3 Million
2.09% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Oak Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
131,978
shares
|
$35.3 Million
11.55% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
131,935
shares
|
$35.3 Million
3.44% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
131,635
shares
|
$35.2 Million
4.08% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
131,616
shares
|
$35.2 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
131,469
shares
|
$35.2 Million
3.78% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
131,390
shares
|
$35.1 Million
6.03% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
131,262
shares
|
$35.1 Million
4.41% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
131,238
shares
|
$35.1 Million
3.94% of portfolio
|
Q3 2022
Added 2970.61%
|
|