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 |
|---|---|---|---|---|---|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
85,100
shares
|
$22.8 Million
6.87% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
85,084
shares
|
$22.8 Million
6.41% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
85,033
shares
|
$22.7 Million
1.97% of portfolio
|
Q3 2025
Reduced 22.95%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
84,645
shares
|
$22.6 Million
5.24% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
84,619
shares
|
$22.6 Million
1.75% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
84,616
shares
|
$22.6 Million
4.82% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
84,589
shares
|
$22.6 Million
5.06% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
84,585
shares
|
$22.6 Million
4.65% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
84,533
shares
|
$22.6 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
84,522
shares
|
$22.6 Million
10.14% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
84,385
shares
|
$22.6 Million
6.4% of portfolio
|
Q3 2025
Reduced 27.74%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
84,231
shares
|
$22.5 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
83,988
shares
|
$22.5 Million
3.67% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
83,924
shares
|
$22.4 Million
1.44% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
83,745
shares
|
$22.4 Million
3.84% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
83,679
shares
|
$22.4 Million
3.45% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
83,628
shares
|
$22.4 Million
7.57% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
83,611
shares
|
$22.4 Million
3.45% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
83,601
shares
|
$22.4 Million
0.83% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
83,581
shares
|
$22.4 Million
3.17% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
83,532
shares
|
$22.3 Million
2.53% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
83,485
shares
|
$22.3 Million
5.17% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
83,209
shares
|
$22.3 Million
2.69% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
83,185
shares
|
$22.2 Million
7.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
83,100
shares
|
$22.2 Million
10.7% of portfolio
|
Q3 2025
Reduced 4.29%
|
|