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 |
|---|---|---|---|---|---|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
55,709
shares
|
$11.8 Million
5.55% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
55,689
shares
|
$11.8 Million
2.59% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
55,688
shares
|
$11.8 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
55,622
shares
|
$11.8 Million
4.03% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
55,594
shares
|
$11.8 Million
2.9% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
55,517
shares
|
$11.8 Million
7.54% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
55,371
shares
|
$11.8 Million
8.79% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
55,323
shares
|
$11.8 Million
3.32% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
55,282
shares
|
$11.7 Million
3.49% of portfolio
|
Q2 2025
Added 117.38%
|
|
|
Carmel Capital Management L.L.C.
|
Apr 28, 2025 Q1 2025 |
55,272
shares
|
$11.7 Million
5.29% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Gladius Capital Management LP
Chicago, IL |
May 08, 2025 Q1 2025 |
55,253
shares
|
$11.7 Million
12.11% of portfolio
|
Q1 2025
Reduced 37.98%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
55,249
shares
|
$11.7 Million
4.73% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
55,137
shares
|
$11.7 Million
6.46% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
May 12, 2025 Q1 2025 |
55,128
shares
|
$11.7 Million
2.95% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
55,115
shares
|
$11.7 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
55,098
shares
|
$11.7 Million
4.69% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
55,098
shares
|
$11.7 Million
3.75% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
55,074
shares
|
$11.7 Million
5.9% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
55,045
shares
|
$11.7 Million
1.93% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
54,967
shares
|
$11.7 Million
4.76% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
54,966
shares
|
$11.7 Million
1.98% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
54,919
shares
|
$11.7 Million
3.25% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
54,846
shares
|
$11.7 Million
11.42% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
54,845
shares
|
$11.7 Million
7.37% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
54,782
shares
|
$11.6 Million
3.83% of portfolio
|
Q2 2025
Reduced 0.11%
|