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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
54,732
shares
|
$11.6 Million
5.46% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
54,709
shares
|
$11.6 Million
5.66% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
54,706
shares
|
$11.6 Million
3.49% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
54,678
shares
|
$11.6 Million
4.58% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
54,550
shares
|
$11.6 Million
4.17% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
54,494
shares
|
$11.6 Million
7.57% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
54,481
shares
|
$11.6 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
54,440
shares
|
$11.6 Million
3.69% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
54,409
shares
|
$11.6 Million
2.21% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
54,348
shares
|
$11.5 Million
8.66% of portfolio
|
Q4 2024
Added 23.93%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
54,332
shares
|
$11.5 Million
2.92% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
54,276
shares
|
$11.5 Million
3.49% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
54,271
shares
|
$11.5 Million
2.26% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
54,230
shares
|
$11.5 Million
2.83% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
54,181
shares
|
$11.5 Million
1.56% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
54,126
shares
|
$11.5 Million
3.74% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
54,110
shares
|
$11.5 Million
2.39% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
54,003
shares
|
$11.5 Million
2.01% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
54,001
shares
|
$11.5 Million
5.7% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
53,872
shares
|
$11.4 Million
4.13% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
53,860
shares
|
$11.4 Million
1.4% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
53,838
shares
|
$11.4 Million
3.65% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
53,804
shares
|
$11.4 Million
2.68% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
53,738
shares
|
$11.4 Million
6.13% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
53,685
shares
|
$11.4 Million
1.81% of portfolio
|
Q2 2025
Added 1.81%
|