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 |
|---|---|---|---|---|---|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
71,492
shares
|
$19.1 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
71,461
shares
|
$19.1 Million
1.73% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
71,416
shares
|
$19.1 Million
1.44% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
71,400
shares
|
$19.1 Million
7.77% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
71,385
shares
|
$19.1 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
71,372
shares
|
$19.1 Million
11.11% of portfolio
|
Q3 2025
Reduced 67.87%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Oct 30, 2025 Q3 2025 |
71,238
shares
|
$19.1 Million
5.89% of portfolio
|
Q3 2025
Reduced 14.42%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
71,202
shares
|
$19 Million
4.2% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
71,118
shares
|
$19 Million
3.27% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
71,041
shares
|
$19 Million
3.42% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
71,036
shares
|
$19 Million
5.57% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
71,034
shares
|
$19 Million
2.87% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
70,963
shares
|
$19 Million
5.3% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Settian Capital LP
|
Nov 07, 2025 Q3 2025 |
70,900
shares
|
$19 Million
12.96% of portfolio
|
Q4 2022
Added 10.44%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
70,835
shares
|
$18.9 Million
12.14% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Renaissance Investment Group LLC
|
Jan 06, 2026 Q4 2025 |
70,805
shares
|
$18.9 Million
4.24% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
70,804
shares
|
$18.9 Million
0.66% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
70,747
shares
|
$18.9 Million
6.26% of portfolio
|
Q4 2025
Added 17.6%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
70,727
shares
|
$18.9 Million
2.55% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
70,727
shares
|
$18.9 Million
2.6% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
70,690
shares
|
$18.9 Million
2.67% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Udine Wealth Management, Inc.
|
Oct 27, 2025 Q3 2025 |
70,651
shares
|
$18.9 Million
8.94% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
70,577
shares
|
$18.9 Million
3.61% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
70,509
shares
|
$18.9 Million
7.14% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
70,166
shares
|
$18.8 Million
4.8% of portfolio
|
Q3 2025
Added 1.16%
|
|