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 |
|---|---|---|---|---|---|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
78,639
shares
|
$21 Million
19.11% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
78,630
shares
|
$21 Million
2.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
78,624
shares
|
$21 Million
2.95% of portfolio
|
Q3 2025
New holding
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
78,568
shares
|
$21 Million
4.09% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Harbor Island Capital LLC
|
Oct 22, 2025 Q3 2025 |
78,561
shares
|
$21 Million
9.87% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
78,510
shares
|
$21 Million
4.7% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Oct 30, 2025 Q3 2025 |
78,486
shares
|
$21 Million
0.38% of portfolio
|
Q2 2025
Reduced 46.78%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
78,388
shares
|
$21 Million
6.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
78,332
shares
|
$21 Million
2.43% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
78,318
shares
|
$20.9 Million
2.88% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
78,143
shares
|
$20.9 Million
5.14% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
78,124
shares
|
$20.9 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
78,061
shares
|
$20.9 Million
5.79% of portfolio
|
Q3 2025
Added 4004.15%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
77,930
shares
|
$20.8 Million
4.32% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
77,919
shares
|
$20.8 Million
4.62% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Nov 06, 2025 Q3 2025 |
77,848
shares
|
$20.8 Million
4.76% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
77,846
shares
|
$20.8 Million
5.85% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
77,788
shares
|
$20.8 Million
5.4% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
77,691
shares
|
$20.8 Million
4.16% of portfolio
|
Q3 2023
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
77,651
shares
|
$20.8 Million
1.56% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
77,641
shares
|
$20.8 Million
10.95% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
77,599
shares
|
$20.8 Million
5.45% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
77,562
shares
|
$20.7 Million
4.41% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
77,504
shares
|
$20.7 Million
1.62% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Cmh Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
77,400
shares
|
$20.7 Million
4.89% of portfolio
|
Q3 2025
Reduced 21.5%
|
|