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 8.99 Billion shares, which have been reported (via 13F filing form) to have a value of $2.4 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
1,551
shares
|
$414,830
0.04% of portfolio
|
Q3 2025
Reduced 78.59%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jan 07, 2026 Q4 2025 |
1,549
shares
|
$414,295
0.47% of portfolio
|
Q4 2025
Reduced 63.29%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
1,545
shares
|
$413,225
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
1,536
shares
|
$410,818
0.29% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,535
shares
|
$410,551
0.01% of portfolio
|
Q3 2025
Reduced 33.61%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
1,532
shares
|
$409,748
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Penbrook Management LLC
|
Jan 06, 2026 Q4 2025 |
1,529
shares
|
$408,946
0.32% of portfolio
|
Q4 2025
Reduced 11.57%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
1,513
shares
|
$404,666
0.17% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,508
shares
|
$403,329
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
1,508
shares
|
$403,329
0.25% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
1,501
shares
|
$401,457
0.09% of portfolio
|
Q1 2022
Reduced 2.53%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
1,500
shares
|
$401,189
0.18% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$401,189
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,499
shares
|
$400,922
0.15% of portfolio
|
Q2 2025
Reduced 67.98%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
1,494
shares
|
$399,585
0.81% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
1,481
shares
|
$396,108
0.07% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,473
shares
|
$393,968
2.06% of portfolio
|
Q3 2022
Reduced 15.0%
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
1,469
shares
|
$392,898
0.18% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
1,460
shares
|
$390,491
0.16% of portfolio
|
Q1 2023
Added 2.74%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
1,456
shares
|
$389,421
0.18% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
1,447
shares
|
$387,014
0.14% of portfolio
|
Q3 2025
Reduced 93.18%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
1,443
shares
|
$385,944
3.11% of portfolio
|
Q2 2025
Reduced 88.56%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
1,438
shares
|
$384,607
0.62% of portfolio
|
Q4 2024
Reduced 49.83%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,431
shares
|
$382,735
0.03% of portfolio
|
Q3 2025
Added 36.29%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
1,430
shares
|
$382,467
3.06% of portfolio
|
Q2 2025
Added 0.7%
|
|