# APPLE INC (AAPL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AAPL/

- Reporting holders: 340
- Reported value: $8.5B
- Held through calls: 0.0%
- Held through puts: 0.2%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $530.9M | 1,594,177 | 3.4% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $437.8M | 1,314,606 | 5.2% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $414.9M | 1,244,810 | 2.9% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $390.8M | 1,173,537 | 5.9% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $384.1M | 1,153,295 | 5.2% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $204.1M | 612,731 | 5.4% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $170.1M | 510,842 | 3.6% | 32 |
| [ZEVENBERGEN CAPITAL INVESTMENTS LLC](https://holderbook.com/funds/1276918-zevenbergen-capital-investments-llc/) | $168.0M | 504,622 | 3.8% | 32 |
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $164.5M | 499,400 | 8.7% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $153.9M | 461,999 | 5.2% | 12 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $150.8M | 452,884 | 2.2% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $148.0M | 444,119 | 3.9% | 28 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $147.2M | 441,884 | 4.0% | 32 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $126.6M | 380,103 | 1.1% | 32 |
| [JIA INVESTMENT ALLIANCE PTE. LTD.](https://holderbook.com/funds/1966595-jia-investment-alliance-pte-ltd/) | $123.8M | 371,700 | 10.7% | 15 |
| [GLP Holdings LLLP](https://holderbook.com/funds/2103074-glp-holdings-lllp/) | $122.4M | 367,556 | 96.2% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $120.6M | 354,187 | 1.5% | 26 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $115.6M | 339,449 | 2.8% | 20 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $108.2M | 324,809 | 6.8% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $108.0M | 324,228 | 4.1% | 32 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $102.1M | 306,456 | 3.3% | 32 |
| [Private Capital Advisors, Inc.](https://holderbook.com/funds/1350780-private-capital-advisors-inc/) | $88.1M | 264,541 | 7.6% | 32 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $85.7M | 257,319 | 8.9% | 32 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $82.6M | 248,138 | 5.2% | 32 |
| [Violich Capital Management, Inc.](https://holderbook.com/funds/1326766-violich-capital-management-inc/) | $67.5M | 202,816 | 7.3% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 340 | $8.5B |
| Q2 2026 | 6,154 | $3.2T |
| Q1 2026 | 6,111 | $2.6T |
| Q4 2025 | 6,149 | $2.8T |
| Q3 2025 | 5,639 | $2.5T |
| Q2 2025 | 5,633 | $2.0T |
| Q1 2025 | 5,635 | $2.2T |
| Q4 2024 | 5,709 | $2.5T |
| Q3 2024 | 5,133 | $2.4T |
| Q2 2024 | 5,164 | $2.1T |
| Q1 2024 | 5,045 | $1.8T |
| Q4 2023 | 5,015 | $2.0T |