Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,580 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 |
|---|---|---|---|---|---|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
64,634
shares
|
$17.3 Million
7.82% of portfolio
|
Q3 2025
Reduced 43.55%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
64,496
shares
|
$17.3 Million
4.73% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
64,444
shares
|
$17.2 Million
3.97% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
64,353
shares
|
$17.2 Million
9.92% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
64,294
shares
|
$17.2 Million
0.02% of portfolio
|
Q3 2025
Added 144.37%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
64,179
shares
|
$17.2 Million
4.5% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
64,010
shares
|
$17.1 Million
14.53% of portfolio
|
Q2 2022
Reduced 1.99%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
63,968
shares
|
$17.1 Million
4.52% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
63,938
shares
|
$17.1 Million
7.93% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
63,929
shares
|
$17.1 Million
3.36% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
63,847
shares
|
$17.1 Million
4.58% of portfolio
|
Q4 2022
Added 4.27%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
63,775
shares
|
$17.1 Million
1.9% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
63,762
shares
|
$17.1 Million
2.01% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
63,716
shares
|
$17 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
63,696
shares
|
$17 Million
2.29% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
63,687
shares
|
$17 Million
1.52% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
63,648
shares
|
$17 Million
0.89% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
63,509
shares
|
$17 Million
10.83% of portfolio
|
Q3 2022
Reduced 2.34%
|
|
|
Spring Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
63,500
shares
|
$17 Million
8.22% of portfolio
|
Q4 2025
Reduced 3.25%
|
|
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
63,293
shares
|
$16.9 Million
2.16% of portfolio
|
Q3 2025
New holding
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
63,268
shares
|
$16.9 Million
1.23% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
63,149
shares
|
$16.9 Million
3.84% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
63,125
shares
|
$16.9 Million
0.65% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
63,062
shares
|
$16.9 Million
3.69% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Oct 09, 2025 Q3 2025 |
63,032
shares
|
$16.9 Million
6.45% of portfolio
|
Q3 2025
Reduced 1.85%
|
|