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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
67,541
shares
|
$18.1 Million
4.41% of portfolio
|
Q4 2024
Reduced 27.02%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
67,498
shares
|
$18.1 Million
4.14% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
67,297
shares
|
$18 Million
7.35% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
67,287
shares
|
$18 Million
10.87% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
67,286
shares
|
$18 Million
2.81% of portfolio
|
Q3 2025
Added 130.12%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
67,281
shares
|
$18 Million
6.05% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
67,278
shares
|
$18 Million
3.47% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
67,267
shares
|
$18 Million
3.48% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
67,221
shares
|
$18 Million
0.4% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
67,191
shares
|
$18 Million
4.84% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
67,191
shares
|
$18 Million
2.88% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
67,098
shares
|
$17.9 Million
6.46% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
66,934
shares
|
$17.9 Million
11.81% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
66,846
shares
|
$17.9 Million
9.76% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
66,697
shares
|
$17.8 Million
3.24% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
66,647
shares
|
$17.8 Million
1.11% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
66,624
shares
|
$17.8 Million
5.27% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
66,592
shares
|
$17.8 Million
10.35% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
66,575
shares
|
$17.8 Million
2.91% of portfolio
|
Q3 2025
Added 281.96%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
66,571
shares
|
$17.8 Million
4.72% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
66,551
shares
|
$17.8 Million
3.1% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
66,541
shares
|
$17.8 Million
2.78% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
66,525
shares
|
$17.8 Million
6.75% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
66,518
shares
|
$17.8 Million
2.44% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
66,484
shares
|
$17.8 Million
2.49% of portfolio
|
Q3 2025
Added 1.56%
|
|