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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
69,030
shares
|
$18.5 Million
1.61% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
68,994
shares
|
$18.5 Million
2.59% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
68,983
shares
|
$18.5 Million
1.6% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
68,922
shares
|
$18.4 Million
7.37% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
68,749
shares
|
$18.4 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
68,746
shares
|
$18.4 Million
6.62% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
68,718
shares
|
$18.4 Million
2.11% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
68,667
shares
|
$18.4 Million
6.77% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
68,579
shares
|
$18.3 Million
2.04% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Birch Capital Management, LLC
|
Oct 27, 2025 Q3 2025 |
68,552
shares
|
$18.3 Million
9.14% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
68,527
shares
|
$18.3 Million
2.31% of portfolio
|
Q3 2025
Reduced 18.79%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
68,407
shares
|
$18.3 Million
0.47% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
68,376
shares
|
$18.3 Million
1.62% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
68,350
shares
|
$18.3 Million
2.1% of portfolio
|
Q3 2025
Added 617.59%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
68,274
shares
|
$18.3 Million
3.11% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
68,202
shares
|
$18.2 Million
8.91% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
68,186
shares
|
$18.2 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
68,077
shares
|
$18.2 Million
3.29% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
68,001
shares
|
$18.2 Million
1.46% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
67,918
shares
|
$18.2 Million
12.24% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
67,740
shares
|
$18.1 Million
5.48% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
67,714
shares
|
$18.1 Million
2.77% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Tenere Capital LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
67,700
shares
|
$18.1 Million
4.37% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
67,677
shares
|
$18.1 Million
5.09% of portfolio
|
Q3 2025
Reduced 16.96%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
67,567
shares
|
$18.1 Million
4.29% of portfolio
|
Q4 2025
Added 6.2%
|
|