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 |
|---|---|---|---|---|---|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
124,841
shares
|
$33.4 Million
5.47% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
124,816
shares
|
$33.4 Million
2.48% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
124,705
shares
|
$33.4 Million
2.56% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
124,618
shares
|
$33.3 Million
1.13% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
124,413
shares
|
$33.3 Million
4.83% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Saratoga Research & Investment Management
|
Nov 17, 2025 Q3 2025 |
124,335
shares
|
$33.3 Million
1.65% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
124,255
shares
|
$33.2 Million
3.4% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
124,208
shares
|
$33.2 Million
12.69% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
124,043
shares
|
$33.2 Million
3.79% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
123,948
shares
|
$33.2 Million
1.56% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
123,863
shares
|
$33.1 Million
6.38% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
123,841
shares
|
$33.1 Million
1.21% of portfolio
|
Q3 2025
Added 70.74%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
123,694
shares
|
$33.1 Million
2.22% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
123,602
shares
|
$33.1 Million
2.84% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
123,595
shares
|
$33.1 Million
3.36% of portfolio
|
Q3 2025
Added 26.33%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
123,593
shares
|
$33.1 Million
4.13% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
123,395
shares
|
$33 Million
4.12% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
123,363
shares
|
$33 Million
6.79% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
122,960
shares
|
$32.9 Million
3.26% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Linden Rose Investment LLC
|
Jan 24, 2023 Q4 2022 |
122,929
shares
|
$32.9 Million
42.9% of portfolio
|
Q4 2022
Reduced 4.99%
|
|
|
Draper Asset Management, LLC
Smithtown, NY |
Nov 14, 2025 Q3 2025 |
122,782
shares
|
$32.8 Million
14.08% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
122,764
shares
|
$32.8 Million
6.16% of portfolio
|
Q3 2025
Added 58.26%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
122,722
shares
|
$32.8 Million
2.87% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
122,631
shares
|
$32.8 Million
2.74% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
122,591
shares
|
$32.8 Million
3.57% of portfolio
|
Q3 2025
Added 0.66%
|
|