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 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 |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
87,134
shares
|
$23.3 Million
5.98% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
87,075
shares
|
$23.3 Million
2.71% of portfolio
|
Q3 2025
Reduced 19.5%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
86,889
shares
|
$23.2 Million
5.87% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Nov 04, 2025 Q3 2025 |
86,819
shares
|
$23.2 Million
5.62% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
86,738
shares
|
$23.2 Million
6.96% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
86,690
shares
|
$23.2 Million
5.01% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
86,675
shares
|
$23.2 Million
5.76% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
86,543
shares
|
$23.1 Million
5.37% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
86,316
shares
|
$23.1 Million
9.18% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
86,266
shares
|
$23.1 Million
11.82% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
86,252
shares
|
$23.1 Million
1.25% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
86,233
shares
|
$23.1 Million
2.46% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
86,174
shares
|
$23 Million
4.61% of portfolio
|
Q4 2025
Reduced 2.62%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
86,154
shares
|
$23 Million
3.48% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
86,137
shares
|
$23 Million
10.5% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
86,077
shares
|
$23 Million
11.16% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
86,055
shares
|
$23 Million
3.0% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
85,780
shares
|
$22.9 Million
3.4% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
85,723
shares
|
$22.9 Million
3.49% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
85,676
shares
|
$22.9 Million
3.5% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
85,588
shares
|
$22.9 Million
1.62% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
85,515
shares
|
$22.9 Million
8.93% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
85,491
shares
|
$22.9 Million
2.18% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
85,468
shares
|
$22.9 Million
3.3% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
85,399
shares
|
$22.8 Million
3.46% of portfolio
|
Q3 2025
Added 3.46%
|
|