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 |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
66,429
shares
|
$17.8 Million
2.13% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
66,389
shares
|
$17.8 Million
5.23% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
66,353
shares
|
$17.7 Million
5.77% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
66,327
shares
|
$17.7 Million
3.85% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66,268
shares
|
$17.7 Million
10.0% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
66,219
shares
|
$17.7 Million
3.44% of portfolio
|
Q4 2025
Reduced 30.14%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
66,178
shares
|
$17.7 Million
5.09% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
66,066
shares
|
$17.7 Million
5.0% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
66,015
shares
|
$17.7 Million
7.17% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
66,003
shares
|
$17.7 Million
5.68% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
66,000
shares
|
$17.7 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
65,812
shares
|
$17.6 Million
3.2% of portfolio
|
Q2 2022
Reduced 1.15%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
65,700
shares
|
$17.6 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
65,268
shares
|
$17.5 Million
2.24% of portfolio
|
Q3 2025
Added 77.53%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
65,190
shares
|
$17.4 Million
7.36% of portfolio
|
Q4 2025
Added 1.85%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
65,067
shares
|
$17.4 Million
4.11% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
65,027
shares
|
$17.4 Million
4.48% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
65,026
shares
|
$17.4 Million
1.72% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
64,993
shares
|
$17.4 Million
4.77% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
64,971
shares
|
$17.4 Million
3.14% of portfolio
|
Q3 2025
Reduced 25.78%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
64,871
shares
|
$17.4 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Baugh & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
64,713
shares
|
$17.3 Million
7.51% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
64,688
shares
|
$17.3 Million
2.32% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
64,657
shares
|
$17.3 Million
7.56% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
64,647
shares
|
$17.3 Million
3.39% of portfolio
|
Q2 2024
Reduced 2.25%
|
|