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 |
|---|---|---|---|---|---|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 14, 2025 Q3 2025 |
63,020
shares
|
$16.9 Million
6.04% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
62,869
shares
|
$16.8 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
62,854
shares
|
$16.8 Million
8.23% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
62,809
shares
|
$16.8 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
62,786
shares
|
$16.8 Million
10.86% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 12, 2026 Q4 2025 |
62,727
shares
|
$16.8 Million
5.45% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
62,697
shares
|
$16.8 Million
5.67% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Muhlenkamp & CO Inc
|
Nov 07, 2025 Q3 2025 |
62,673
shares
|
$16.8 Million
4.55% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
62,664
shares
|
$16.8 Million
6.72% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
62,639
shares
|
$16.8 Million
4.37% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
62,623
shares
|
$16.7 Million
3.11% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
62,611
shares
|
$16.7 Million
5.26% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
62,593
shares
|
$16.7 Million
5.63% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Georgetown University
Washington, DC |
Nov 14, 2025 Q3 2025 |
62,491
shares
|
$16.7 Million
5.69% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
62,488
shares
|
$16.7 Million
3.58% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
62,440
shares
|
$16.7 Million
4.28% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
62,425
shares
|
$16.7 Million
2.72% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
62,414
shares
|
$16.7 Million
3.42% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
62,356
shares
|
$16.7 Million
5.83% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Hendley & CO Inc
|
Nov 13, 2025 Q3 2025 |
62,330
shares
|
$16.7 Million
5.26% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
62,268
shares
|
$16.7 Million
5.81% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
62,180
shares
|
$16.6 Million
2.45% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
62,109
shares
|
$16.6 Million
1.0% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
62,101
shares
|
$16.6 Million
2.83% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
62,074
shares
|
$16.6 Million
8.23% of portfolio
|
Q4 2025
Reduced 1.59%
|
|