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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
57,546
shares
|
$12.2 Million
1.62% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
57,535
shares
|
$12.2 Million
2.13% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
57,525
shares
|
$12.2 Million
8.67% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
57,493
shares
|
$12.2 Million
3.73% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
57,301
shares
|
$12.2 Million
4.6% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
57,269
shares
|
$12.2 Million
2.65% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
57,267
shares
|
$12.2 Million
5.96% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
57,205
shares
|
$12.2 Million
2.76% of portfolio
|
Q1 2025
Reduced 18.79%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
57,175
shares
|
$12.1 Million
3.32% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
57,154
shares
|
$12.1 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
57,072
shares
|
$12.1 Million
3.07% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
57,021
shares
|
$12.1 Million
6.86% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
56,989
shares
|
$12.1 Million
6.3% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
56,988
shares
|
$12.1 Million
3.49% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
56,817
shares
|
$12.1 Million
4.24% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
56,809
shares
|
$12.1 Million
2.97% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
56,798
shares
|
$12.1 Million
3.79% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Efg Asset Management (North America) Corp.
|
May 14, 2025 Q1 2025 |
56,780
shares
|
$12.1 Million
2.18% of portfolio
|
Q1 2025
Reduced 36.04%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
56,750
shares
|
$12.1 Million
1.08% of portfolio
|
Q4 2024
Reduced 33.49%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
56,743
shares
|
$12.1 Million
8.7% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
56,698
shares
|
$12 Million
5.57% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
56,683
shares
|
$12 Million
11.39% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
56,671
shares
|
$12 Million
4.33% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Alkeon Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
56,627
shares
|
$12 Million
0.03% of portfolio
|
Q2 2022
Reduced 94.56%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
56,597
shares
|
$12 Million
5.73% of portfolio
|
Q1 2025
Reduced 10.8%
|