Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,576 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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
112,426
shares
|
$30.1 Million
5.44% of portfolio
|
Q3 2025
Added 18.73%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
112,277
shares
|
$30 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
112,266
shares
|
$30 Million
4.21% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
112,209
shares
|
$30 Million
8.38% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
112,169
shares
|
$30 Million
4.49% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
112,113
shares
|
$30 Million
1.0% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
112,110
shares
|
$30 Million
6.69% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
111,997
shares
|
$30 Million
9.03% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Oct 16, 2025 Q3 2025 |
111,758
shares
|
$29.9 Million
8.95% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
111,291
shares
|
$29.8 Million
4.19% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
111,255
shares
|
$29.8 Million
7.7% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
111,121
shares
|
$29.7 Million
3.93% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Diamant Asset Management, Inc.
|
Oct 29, 2025 Q3 2025 |
111,030
shares
|
$29.7 Million
20.97% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
111,016
shares
|
$29.7 Million
6.5% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
110,953
shares
|
$29.7 Million
4.23% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
110,919
shares
|
$29.7 Million
1.78% of portfolio
|
Q3 2025
Reduced 30.92%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
110,820
shares
|
$29.6 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
110,785
shares
|
$29.6 Million
4.62% of portfolio
|
Q3 2025
Reduced 66.13%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
110,725
shares
|
$29.6 Million
5.4% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Ttp Investments, Inc.
|
Oct 14, 2025 Q3 2025 |
110,715
shares
|
$29.6 Million
11.31% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Li Lu
Himalaya Capital Management LLC | Seattle, Wa
|
Nov 12, 2025 Q3 2025 |
110,600
shares
|
$29.6 Million
0.88% of portfolio
|
Q1 2025
Reduced 65.19%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
110,455
shares
|
$29.5 Million
3.11% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
110,416
shares
|
$29.5 Million
3.63% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
110,352
shares
|
$29.5 Million
3.34% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
110,305
shares
|
$29.5 Million
6.02% of portfolio
|
Q3 2025
Reduced 0.65%
|
|