Stock ownership · SEC 13F · Q4 2025

APPLE INC

Who owns APPLE INC (CUSIP 037833100)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$1.4B
Reported value
42
Institutions
83%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, APPLE INC ranks #3 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 42 institutions report $1.4B as of Q4 2025, with ownership dominated by its top few institutional owners.

42
institutions hold it
$1.4B
reported 13F value
83%
held by top 5
#3
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, APPLE INC ranks #3 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 037833100 · Q4 2025 $1.4B reported

VALUE-MEGA · HOLDERS-MID · CONC-DOM · CLEAR-PEER · ACTIVITY-HOT · BOOK-FULL

  • VALUE-MEGA #3/775
  • HOLDERS-MID 42 filers
  • CONC-DOM 83% top-5
  • CLEAR-PEER AMAZON COM
  • ACTIVITY-HOT 39 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: AMAZON COM INC

Read with: Ownership concentration guide - APPLE INC's top-five holders account for 83% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · APPLE INC

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

MICROSOFT · near$1.9BAPPLE · this stock$1.4BAMAZON COM · near$1.1BPIONEER NAT RES · near$959MALPHABET · near$954M
Aggregate reported institutional value ($)

APPLE INC vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

42 Top 1% higher than 99% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of APPLE INC
  1. 1
    Pacer Advisors, Inc. $429.6M
  2. 2
    GROUPAMA ASSET MANAGMENT $342.9M
  3. 3
    Banque Transatlantique SA $269.5M
  4. 4
    MARINER INVESTMENT GROUP LLC $67.4M
  5. 5
    MidFirst Bank $56.4M
  6. 6
    Anchor Investment Management, LLC $35.5M

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a APPLE INC position has risen from 31 to 42 over the last 8 quarters of 13F filings.

102030405060 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 42
Distinct 13F filers holding APPLE INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 1,580,324 $429.6M 30.7%
2 GROUPAMA ASSET MANAGMENT 1,261,671 $342.9M 24.5%
3 Banque Transatlantique SA 993,167 $269.5M 19.3%
4 MARINER INVESTMENT GROUP LLC 248,000 $67.4M 4.8%
5 MidFirst Bank 219,223 $56.4M 4.0%
6 Anchor Investment Management, LLC 130,632 $35.5M 2.5%
7 CHELSEA COUNSEL CO 90,600 $24.6M 1.8%
8 Ketron Financial 70,404 $19.1M 1.4%
9 DGS Capital Management, LLC 69,693 $18.9M 1.4%
10 Tempo Wealth, LLC 63,697 $17.3M 1.2%
11 Oak Grove Capital LLC 48,151 $13.1M 0.9%
12 Cross Staff Investments Inc 45,726 $12.4M 0.9%
13 Astoria Portfolio Advisors LLC. 32,416 $8.6M 0.6%
14 Westshore Wealth, LLC 27,558 $7.5M 0.5%
15 Bell Investment Advisors, Inc 24,700 $6.7M 0.5%
16 SOUTHERN CAPITAL SERVICES INC /ADV 23,403 $6.4M 0.5%
17 TD Capital Management LLC 21,186 $5.8M 0.4%
18 THRYVE WEALTH MANAGEMENT LLC 20,139 $5.5M 0.4%
19 SSA SWISS ADVISORS AG 18,813 $5.1M 0.4%
20 Barnes Wealth Management Group, Inc 18,852 $5.1M 0.4%
21 KW WEALTH MANAGEMENT LLC 16,597 $4.5M 0.3%
22 Diesslin Group, Inc. 15,003 $4.1M 0.3%
23 Investment Insight Wealth Management, LLC 14,905 $4.1M 0.3%
24 ARWA LLC 12,209 $3.3M 0.2%
25 BDFS Capital LLC 10,914 $3.0M 0.2%
26 INSTRUMENTAL WEALTH, LLC 9,770 $2.7M 0.2%
27 Stone Wealth Partners 8,706 $2.4M 0.2%
28 FLOYD FINANCIAL GROUP LLC 8,548 $2.3M 0.2%
29 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 8,242 $2.2M 0.2%
30 Lynch Investment Planning, LLC 8,005 $2.2M 0.2%
31 Alternative Investment Advisors, LLC. 6,727 $1.8M 0.1%
32 Financially in Tune, LLC 6,194 $1.7M 0.1%
33 Compass Financial Services Inc 5,936 $1.6M 0.1%
34 DiPaolo Financial Group, Inc. 3,371 $916K 0.1%
35 Clear Retirement Advice LLC 3,147 $870K 0.1%
36 Anderson Financial Strategies, LLC 2,906 $790K 0.1%
37 GFI Investment Counsel Ltd. 2,764 $751K 0.1%
38 Coastline Complete Wealth LLC 2,515 $684K 0.0%
39 OakTrust Wealth Advisors, LLC 1,933 $525K 0.0%
40 Strategic Investment Solutions, Inc. /IL 649 $176K 0.0%
41 Nolet Wealth Management, LLC 406 $110K 0.0%
42 SG Trading Solutions, LLC 95,526 $26K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among APPLE INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
75.9%
Shared-defined discretion (DFND)
24.1%

Latest Quarter Activity · Q4 2025

New positions (39)

Pacer Advisors, Inc. $429.6M
GROUPAMA ASSET MANAGMENT $342.9M
Banque Transatlantique SA $269.5M
MARINER INVESTMENT GROUP LLC $67.4M
MidFirst Bank $56.4M
Anchor Investment Management, LLC $35.5M

Complete exits (49)

CIBC Bancorp USA Inc. exited
Maple Capital Management, Inc. exited
Opes Wealth Management LLC exited
Kimelman & Baird, LLC exited
Blue Fin Capital, Inc. exited
CONNORS INVESTOR SERVICES INC exited

Frequently Asked Questions

How many institutions hold APPLE INC?▼
APPLE INC is held by 42 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does APPLE INC sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, APPLE INC ranks #3 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of APPLE INC?▼
Institutions report $1.4B of APPLE INC as of Q4 2025.
How concentrated is ownership of APPLE INC?▼
The top five institutional holders account for 83% of the reported institutional value in APPLE INC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of APPLE INC?▼
Pacer Advisors, Inc. is the largest reported holder of APPLE INC with $429.6M across 1,580,324 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for APPLE INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($1.4B here).

AMAZON COM INC $1.1B PIONEER NAT RES CO $958.6M ALPHABET INC $954.1M MICROSOFT CORP $1.9B

Similar holder count

Nearest stocks by number of disclosing 13F holders (42 here).

NVIDIA CORPORATION 40 BERKSHIRE HATHAWAY INC DEL 36 SPDR S&P 500 ETF TR 36 META PLATFORMS INC 35

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.