Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,393 institutions that hold shares in the stock, with a total of 9.13 Billion shares, which have been reported (via 13F filing form) to have a value of $1.96 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
53,685
shares
|
$11.5 Million
1.81% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
53,639
shares
|
$11.5 Million
2.36% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
53,636
shares
|
$11.5 Million
6.31% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
53,631
shares
|
$11.5 Million
3.37% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
May 15, 2025 Q1 2025 |
53,600
shares
|
$11.5 Million
43.12% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
53,599
shares
|
$11.5 Million
0.54% of portfolio
|
Q1 2025
Added 115.72%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
53,548
shares
|
$11.5 Million
2.38% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
53,476
shares
|
$11.5 Million
5.8% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
53,367
shares
|
$11.4 Million
0.9% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
53,315
shares
|
$11.4 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
53,292
shares
|
$11.4 Million
4.9% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
53,273
shares
|
$11.4 Million
4.21% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
53,269
shares
|
$11.4 Million
3.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
53,175
shares
|
$11.4 Million
4.1% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
53,135
shares
|
$11.4 Million
4.31% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
53,099
shares
|
$11.4 Million
6.54% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
53,064
shares
|
$11.4 Million
2.48% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
53,042
shares
|
$11.4 Million
4.69% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
52,911
shares
|
$11.3 Million
3.47% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
52,898
shares
|
$11.3 Million
4.89% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
52,830
shares
|
$11.3 Million
2.28% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
52,786
shares
|
$11.3 Million
5.48% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
52,768
shares
|
$11.3 Million
2.86% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
52,741
shares
|
$11.3 Million
3.55% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
52,667
shares
|
$11.3 Million
2.2% of portfolio
|
Q3 2024
Reduced 4.86%
|