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 |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
98,065
shares
|
$26.2 Million
5.19% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
98,014
shares
|
$26.2 Million
1.34% of portfolio
|
Q3 2025
New holding
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
97,900
shares
|
$26.2 Million
1.67% of portfolio
|
Q2 2024
Added 8.66%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
97,816
shares
|
$26.2 Million
6.83% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
97,792
shares
|
$26.2 Million
5.97% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Nov 14, 2025 Q3 2025 |
97,700
shares
|
$26.1 Million
0.22% of portfolio
|
Q3 2025
Added 50.08%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
97,691
shares
|
$26.1 Million
4.71% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
97,457
shares
|
$26.1 Million
1.71% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
97,411
shares
|
$26.1 Million
3.15% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
97,312
shares
|
$26 Million
3.07% of portfolio
|
Q2 2023
Added 1.63%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
97,309
shares
|
$26 Million
7.93% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
97,177
shares
|
$26 Million
2.92% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
97,097
shares
|
$26 Million
6.05% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
97,027
shares
|
$26 Million
2.94% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
97,011
shares
|
$25.9 Million
5.86% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
96,940
shares
|
$25.9 Million
1.62% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
96,839
shares
|
$25.9 Million
5.57% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
96,701
shares
|
$25.9 Million
8.39% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
96,607
shares
|
$25.8 Million
2.96% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
96,265
shares
|
$25.7 Million
8.04% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Nwi Management LP
New York, NY |
Dec 05, 2025 Q3 2025 |
96,100
shares
|
$25.7 Million
1.3% of portfolio
|
Q3 2025
Reduced 68.61%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
96,086
shares
|
$25.7 Million
3.79% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
95,941
shares
|
$25.7 Million
14.28% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
95,932
shares
|
$25.7 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
95,906
shares
|
$25.7 Million
4.05% of portfolio
|
Q3 2025
Reduced 0.7%
|
|