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 |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
105,476
shares
|
$28.2 Million
3.87% of portfolio
|
Q3 2025
Reduced 65.2%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
105,296
shares
|
$28.2 Million
1.75% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
105,223
shares
|
$28.1 Million
8.19% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
105,212
shares
|
$28.1 Million
2.09% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
105,163
shares
|
$28.1 Million
3.69% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
105,109
shares
|
$28.1 Million
2.26% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
104,923
shares
|
$28.1 Million
5.26% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
104,882
shares
|
$28.1 Million
2.93% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
104,822
shares
|
$28 Million
2.16% of portfolio
|
Q3 2025
New holding
|
|
|
Overbrook Management Corp
New York, NY |
Jan 09, 2026 Q4 2025 |
104,648
shares
|
$28 Million
5.07% of portfolio
|
Q4 2025
Added 57.43%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
104,571
shares
|
$28 Million
4.22% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
104,350
shares
|
$27.9 Million
4.87% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 23, 2025 Q3 2025 |
104,326
shares
|
$27.9 Million
12.2% of portfolio
|
Q3 2025
Added 5387.95%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
104,309
shares
|
$27.9 Million
5.41% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
104,222
shares
|
$27.9 Million
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
104,215
shares
|
$27.9 Million
4.36% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
103,933
shares
|
$27.8 Million
11.96% of portfolio
|
Q3 2023
Added 31.69%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
103,917
shares
|
$27.8 Million
4.43% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
103,730
shares
|
$27.7 Million
5.51% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
103,671
shares
|
$27.7 Million
8.38% of portfolio
|
Q3 2025
Reduced 30.83%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
103,441
shares
|
$27.7 Million
5.7% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
103,263
shares
|
$27.6 Million
2.92% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
103,153
shares
|
$27.6 Million
0.06% of portfolio
|
Q3 2025
Added 7063.4%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
103,149
shares
|
$27.6 Million
6.37% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
103,090
shares
|
$27.6 Million
8.02% of portfolio
|
Q3 2025
Added 0.43%
|
|