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 |
|---|---|---|---|---|---|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
122,567
shares
|
$32.8 Million
4.05% of portfolio
|
Q4 2022
Reduced 11.65%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
122,566
shares
|
$32.8 Million
1.42% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Oct 20, 2025 Q3 2025 |
122,529
shares
|
$32.8 Million
13.08% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
122,088
shares
|
$32.7 Million
7.49% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
121,920
shares
|
$32.6 Million
2.58% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
121,554
shares
|
$32.5 Million
5.71% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
121,526
shares
|
$32.5 Million
2.6% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
121,443
shares
|
$32.5 Million
5.41% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
121,294
shares
|
$32.4 Million
4.07% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
121,208
shares
|
$32.4 Million
2.56% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
121,115
shares
|
$32.4 Million
0.88% of portfolio
|
Q3 2025
Added 6281.19%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
121,111
shares
|
$32.4 Million
3.48% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
121,080
shares
|
$32.4 Million
3.49% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Horiko Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
121,078
shares
|
$32.4 Million
7.31% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
120,938
shares
|
$32.3 Million
0.13% of portfolio
|
Q1 2024
Reduced 25.6%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
120,795
shares
|
$32.3 Million
1.92% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
120,674
shares
|
$32.3 Million
2.52% of portfolio
|
Q3 2025
Added 21.13%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
120,525
shares
|
$32.2 Million
2.8% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
120,395
shares
|
$32.2 Million
3.21% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
120,260
shares
|
$32.2 Million
4.92% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Oct 09, 2025 Q3 2025 |
120,133
shares
|
$32.1 Million
9.78% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
120,048
shares
|
$32.1 Million
1.62% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
120,027
shares
|
$32.1 Million
2.06% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
120,000
shares
|
$32.1 Million
1.42% of portfolio
|
Q3 2022
Reduced 7.69%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
119,996
shares
|
$32.1 Million
5.9% of portfolio
|
Q3 2025
Reduced 0.06%
|
|