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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
56,561
shares
|
$12 Million
1.9% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
56,546
shares
|
$12 Million
3.12% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
56,527
shares
|
$12 Million
2.85% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
56,478
shares
|
$12 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
56,460
shares
|
$12 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Freemont Management S.A.
|
May 06, 2025 Q1 2025 |
56,400
shares
|
$12 Million
5.42% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
56,396
shares
|
$12 Million
6.98% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
56,371
shares
|
$12 Million
2.1% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
56,346
shares
|
$12 Million
3.81% of portfolio
|
Q1 2023
Reduced 5.52%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
56,322
shares
|
$12 Million
8.01% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
56,278
shares
|
$12 Million
11.87% of portfolio
|
Q3 2022
Reduced 4.42%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
56,188
shares
|
$11.9 Million
2.23% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Tlw Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
56,171
shares
|
$11.9 Million
7.49% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
May 09, 2025 Q1 2025 |
56,093
shares
|
$11.9 Million
11.81% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
56,070
shares
|
$11.9 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
56,027
shares
|
$11.9 Million
3.66% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
56,000
shares
|
$11.9 Million
2.45% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
55,972
shares
|
$11.9 Million
6.65% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
55,939
shares
|
$11.9 Million
2.02% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
55,935
shares
|
$11.9 Million
3.4% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
55,859
shares
|
$11.9 Million
8.98% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
55,842
shares
|
$11.9 Million
0.97% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
55,780
shares
|
$11.9 Million
5.1% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
55,753
shares
|
$11.8 Million
3.96% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
55,723
shares
|
$11.8 Million
8.42% of portfolio
|
Q1 2025
Added 3.3%
|