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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
119,784
shares
|
$32 Million
2.22% of portfolio
|
Q3 2025
Reduced 82.83%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
119,637
shares
|
$32 Million
0.13% of portfolio
|
Q4 2022
Added 25.52%
|
|
|
Integrated Financial Solutions, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
119,542
shares
|
$32 Million
20.86% of portfolio
|
Q3 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
119,444
shares
|
$31.9 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Unio Capital LLC
|
Nov 14, 2025 Q3 2025 |
119,371
shares
|
$31.9 Million
7.24% of portfolio
|
Q3 2025
Added 379.32%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
119,187
shares
|
$31.9 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
119,182
shares
|
$31.9 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
119,141
shares
|
$31.9 Million
0.98% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
119,018
shares
|
$31.8 Million
3.58% of portfolio
|
Q3 2025
Reduced 24.52%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
118,890
shares
|
$31.8 Million
3.3% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
118,714
shares
|
$31.8 Million
5.26% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
118,714
shares
|
$31.8 Million
2.64% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
118,714
shares
|
$31.8 Million
5.86% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
118,663
shares
|
$31.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
118,548
shares
|
$31.7 Million
7.49% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
118,424
shares
|
$31.7 Million
1.77% of portfolio
|
Q3 2021
Added 4.94%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
118,383
shares
|
$31.7 Million
14.79% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
118,371
shares
|
$31.7 Million
2.25% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
118,303
shares
|
$31.6 Million
4.99% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
118,196
shares
|
$31.6 Million
0.87% of portfolio
|
Q3 2025
Reduced 54.12%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
117,859
shares
|
$31.5 Million
6.34% of portfolio
|
Q2 2022
Reduced 3.72%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
117,795
shares
|
$31.5 Million
1.81% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
117,771
shares
|
$31.5 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
117,681
shares
|
$31.5 Million
3.2% of portfolio
|
Q3 2022
Added 3.11%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
117,609
shares
|
$31.5 Million
5.36% of portfolio
|
Q3 2025
Reduced 0.36%
|
|