Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,577 institutions that hold shares in the stock, with a total of 9 Billion shares, which have been reported (via 13F filing form) to have a value of $2.41 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
117,497
shares
|
$31.4 Million
6.71% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
117,259
shares
|
$31.4 Million
4.37% of portfolio
|
Q3 2025
Added 382.31%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
117,085
shares
|
$31.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
116,849
shares
|
$31.3 Million
6.14% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
116,796
shares
|
$31.2 Million
5.7% of portfolio
|
Q1 2023
Added 94.9%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
116,770
shares
|
$31.2 Million
10.33% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
116,665
shares
|
$31.2 Million
6.79% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
116,652
shares
|
$31.2 Million
4.8% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
116,601
shares
|
$31.2 Million
6.99% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
116,573
shares
|
$31.2 Million
2.23% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
116,344
shares
|
$31.1 Million
4.71% of portfolio
|
Q1 2024
New holding
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
116,279
shares
|
$31.1 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
116,261
shares
|
$31.1 Million
4.5% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
116,127
shares
|
$31.1 Million
3.02% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
116,107
shares
|
$31.1 Million
5.32% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
116,016
shares
|
$31 Million
21.24% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
115,868
shares
|
$31 Million
3.23% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
115,843
shares
|
$31 Million
5.3% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
115,765
shares
|
$31 Million
1.2% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
115,721
shares
|
$31 Million
3.61% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
115,719
shares
|
$31 Million
4.44% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
115,715
shares
|
$30.9 Million
10.6% of portfolio
|
Q4 2025
Reduced 3.68%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
115,700
shares
|
$30.9 Million
3.69% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
115,685
shares
|
$30.9 Million
0.67% of portfolio
|
Q4 2024
Added 0.09%
|
|