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 |
|---|---|---|---|---|---|
|
Goldstream Capital Management LTD
|
May 14, 2025 Q1 2025 |
52,640
shares
|
$11.3 Million
5.26% of portfolio
|
Q1 2025
Reduced 46.28%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
52,604
shares
|
$11.3 Million
1.91% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
52,566
shares
|
$11.3 Million
5.23% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
52,525
shares
|
$11.3 Million
4.01% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
52,478
shares
|
$11.3 Million
5.2% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
May 07, 2025 Q1 2025 |
52,443
shares
|
$11.2 Million
1.01% of portfolio
|
Q1 2025
Reduced 47.14%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
52,434
shares
|
$11.2 Million
4.73% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
52,388
shares
|
$11.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
52,362
shares
|
$11.2 Million
4.06% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
52,354
shares
|
$11.2 Million
1.16% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
52,332
shares
|
$11.2 Million
2.18% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
52,300
shares
|
$11.2 Million
2.9% of portfolio
|
Q2 2024
Reduced 13.27%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
52,271
shares
|
$11.2 Million
4.4% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
52,145
shares
|
$11.2 Million
5.03% of portfolio
|
Q2 2025
Added 32.95%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
52,096
shares
|
$11.2 Million
9.6% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
52,092
shares
|
$11.2 Million
3.34% of portfolio
|
Q3 2023
Added 2.54%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
52,006
shares
|
$11.2 Million
6.34% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
51,994
shares
|
$11.1 Million
2.72% of portfolio
|
Q4 2022
Reduced 99.23%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
51,943
shares
|
$11.1 Million
3.4% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
51,833
shares
|
$11.1 Million
10.74% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
51,724
shares
|
$11.1 Million
4.66% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
51,711
shares
|
$11.1 Million
3.17% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
51,650
shares
|
$11.1 Million
5.68% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
51,605
shares
|
$11.1 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
51,595
shares
|
$11.1 Million
3.04% of portfolio
|
Q1 2025
Reduced 4.62%
|