Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,578 institutions that hold shares in the stock, with a total of 8.99 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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
128,015
shares
|
$34.2 Million
2.2% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
127,979
shares
|
$34.2 Million
2.02% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
127,944
shares
|
$34.2 Million
2.23% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
127,785
shares
|
$34.2 Million
4.73% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
127,693
shares
|
$34.2 Million
8.28% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
127,393
shares
|
$34.1 Million
5.39% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
127,057
shares
|
$34 Million
7.47% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
126,977
shares
|
$34 Million
2.15% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
126,907
shares
|
$33.9 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
126,817
shares
|
$33.9 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
126,691
shares
|
$33.9 Million
11.25% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
126,676
shares
|
$33.9 Million
3.28% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
126,664
shares
|
$33.9 Million
5.48% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
126,570
shares
|
$33.9 Million
7.44% of portfolio
|
Q4 2022
Reduced 7.73%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
126,456
shares
|
$33.8 Million
3.6% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
126,110
shares
|
$33.7 Million
7.49% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
126,099
shares
|
$33.7 Million
5.39% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
126,015
shares
|
$33.7 Million
3.64% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
125,773
shares
|
$33.6 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
125,539
shares
|
$33.6 Million
0.05% of portfolio
|
Q3 2025
Added 1153.38%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
125,471
shares
|
$33.6 Million
5.61% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
125,441
shares
|
$33.6 Million
4.93% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
125,068
shares
|
$33.5 Million
8.57% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Seven Grand Managers, LLC
Bronxville, NY |
Nov 12, 2025 Q3 2025 |
125,000
shares
|
$33.4 Million
4.31% of portfolio
|
Q3 2025
Added 212.5%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
124,968
shares
|
$33.4 Million
2.73% of portfolio
|
Q3 2025
Reduced 5.03%
|
|