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 |
|---|---|---|---|---|---|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
75,501
shares
|
$20.2 Million
2.39% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
75,487
shares
|
$20.2 Million
3.05% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
75,471
shares
|
$20.2 Million
2.81% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
75,335
shares
|
$20.1 Million
1.48% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
75,323
shares
|
$20.1 Million
4.37% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
75,322
shares
|
$20.1 Million
1.77% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
75,213
shares
|
$20.1 Million
0.6% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
75,199
shares
|
$20.1 Million
5.59% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
75,037
shares
|
$20.1 Million
4.15% of portfolio
|
Q3 2025
Added 41.04%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
75,022
shares
|
$20.1 Million
2.28% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
74,993
shares
|
$20.1 Million
6.14% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
74,964
shares
|
$20 Million
3.33% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
74,815
shares
|
$20 Million
2.38% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
74,790
shares
|
$20 Million
1.13% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
74,758
shares
|
$20 Million
1.07% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
74,650
shares
|
$20 Million
4.32% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
74,643
shares
|
$20 Million
6.15% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
74,632
shares
|
$20 Million
2.99% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
74,533
shares
|
$19.9 Million
5.86% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
74,525
shares
|
$19.9 Million
0.73% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
74,507
shares
|
$19.9 Million
3.38% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
74,492
shares
|
$19.9 Million
6.88% of portfolio
|
Q4 2023
Reduced 63.66%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
74,457
shares
|
$19.9 Million
4.32% of portfolio
|
Q3 2025
Added 1912.9%
|
|
|
Cobler Capital Management, LLC
Silver Lake, KS |
Aug 14, 2025 Q2 2025 |
74,451
shares
|
$19.9 Million
15.82% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
74,434
shares
|
$19.9 Million
3.93% of portfolio
|
Q3 2025
Reduced 0.74%
|
|