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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
58,416
shares
|
$12.4 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
58,387
shares
|
$12.4 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
58,376
shares
|
$12.4 Million
5.78% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
58,374
shares
|
$12.4 Million
5.16% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
58,269
shares
|
$12.4 Million
3.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
58,254
shares
|
$12.4 Million
4.57% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
58,176
shares
|
$12.4 Million
9.82% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
58,032
shares
|
$12.3 Million
5.57% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
58,016
shares
|
$12.3 Million
5.71% of portfolio
|
Q1 2025
New holding
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
57,906
shares
|
$12.3 Million
2.75% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
57,848
shares
|
$12.3 Million
8.05% of portfolio
|
Q3 2023
Reduced 71.8%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
57,832
shares
|
$12.3 Million
1.05% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
57,805
shares
|
$12.3 Million
8.72% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
57,802
shares
|
$12.3 Million
2.63% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
57,784
shares
|
$12.3 Million
1.42% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Jul 17, 2025 Q2 2025 |
57,745
shares
|
$12.3 Million
5.68% of portfolio
|
Q2 2025
Reduced 24.44%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
57,727
shares
|
$12.3 Million
3.59% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
57,680
shares
|
$12.3 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
57,673
shares
|
$12.3 Million
8.45% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
57,654
shares
|
$12.3 Million
2.18% of portfolio
|
Q1 2025
Added 181.97%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
57,641
shares
|
$12.2 Million
3.66% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
57,567
shares
|
$12.2 Million
3.29% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
57,566
shares
|
$12.2 Million
1.12% of portfolio
|
Q3 2023
Reduced 22.68%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
57,564
shares
|
$12.2 Million
6.18% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
57,546
shares
|
$12.2 Million
1.62% of portfolio
|
Q2 2025
Added 1.43%
|