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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
73,205
shares
|
$19.6 Million
5.87% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
73,140
shares
|
$19.6 Million
11.79% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
73,126
shares
|
$19.6 Million
4.08% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
73,098
shares
|
$19.6 Million
2.95% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
72,999
shares
|
$19.5 Million
3.46% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 13, 2025 Q3 2025 |
72,842
shares
|
$19.5 Million
2.08% of portfolio
|
Q3 2025
Added 86.6%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
72,503
shares
|
$19.4 Million
3.27% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
72,486
shares
|
$19.4 Million
2.19% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
72,445
shares
|
$19.4 Million
4.66% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
72,399
shares
|
$19.4 Million
6.33% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
72,308
shares
|
$19.3 Million
2.04% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
72,277
shares
|
$19.3 Million
5.66% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
72,211
shares
|
$19.3 Million
2.09% of portfolio
|
Q4 2020
Added 2.2%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
72,184
shares
|
$19.3 Million
0.42% of portfolio
|
Q3 2025
Reduced 56.46%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
72,165
shares
|
$19.3 Million
5.94% of portfolio
|
Q4 2025
Reduced 3.61%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
72,051
shares
|
$19.3 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
71,982
shares
|
$19.3 Million
1.93% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
71,922
shares
|
$19.2 Million
3.81% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
71,895
shares
|
$19.2 Million
4.01% of portfolio
|
Q4 2025
Added 5.07%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
71,858
shares
|
$19.2 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
71,735
shares
|
$19.2 Million
1.65% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
71,718
shares
|
$19.2 Million
3.18% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
71,604
shares
|
$19.2 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
71,599
shares
|
$19.1 Million
7.99% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
71,578
shares
|
$19.1 Million
1.52% of portfolio
|
Q3 2025
Added 16.0%
|
|