Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,389 institutions that hold shares in the stock, with a total of 9.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
59,081
shares
|
$12.6 Million
5.23% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
59,069
shares
|
$12.6 Million
1.79% of portfolio
|
Q1 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
59,037
shares
|
$12.5 Million
7.06% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
59,023
shares
|
$12.5 Million
3.1% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
58,890
shares
|
$12.5 Million
2.65% of portfolio
|
Q4 2024
Reduced 35.07%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
58,879
shares
|
$12.5 Million
2.52% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
58,870
shares
|
$12.5 Million
4.41% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
58,823
shares
|
$12.5 Million
5.07% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
58,797
shares
|
$12.5 Million
2.52% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
58,794
shares
|
$12.5 Million
3.96% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
58,730
shares
|
$12.5 Million
2.04% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
58,716
shares
|
$12.5 Million
1.66% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
58,674
shares
|
$12.5 Million
3.61% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
58,578
shares
|
$12.4 Million
5.36% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
58,577
shares
|
$12.4 Million
2.0% of portfolio
|
Q2 2025
Added 586.56%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
58,543
shares
|
$12.4 Million
3.96% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
58,540
shares
|
$12.4 Million
2.23% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
58,532
shares
|
$12.4 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
58,510
shares
|
$12.4 Million
0.64% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
58,504
shares
|
$12.4 Million
2.71% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
58,432
shares
|
$12.4 Million
8.02% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
58,431
shares
|
$12.4 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
58,430
shares
|
$12.4 Million
1.88% of portfolio
|
Q1 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
58,420
shares
|
$12.4 Million
0.45% of portfolio
|
Q1 2025
Reduced 53.19%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
58,417
shares
|
$12.4 Million
2.0% of portfolio
|
Q1 2025
Added 9.55%
|