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 |
|---|---|---|---|---|---|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
51,500
shares
|
$11 Million
7.87% of portfolio
|
Q2 2022
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
51,495
shares
|
$11 Million
1.68% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
51,434
shares
|
$11 Million
1.96% of portfolio
|
Q1 2025
Added 46.58%
|
|
|
Tsai Capital Corp
New York, NY |
May 13, 2025 Q1 2025 |
51,431
shares
|
$11 Million
10.92% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
51,320
shares
|
$11 Million
0.93% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
51,246
shares
|
$11 Million
3.2% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
51,236
shares
|
$11 Million
1.41% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
51,199
shares
|
$11 Million
4.68% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
51,170
shares
|
$11 Million
2.16% of portfolio
|
Q1 2025
Reduced 38.87%
|
|
|
Eulav Asset Management
|
Apr 29, 2025 Q1 2025 |
51,061
shares
|
$10.9 Million
0.28% of portfolio
|
Q1 2025
Reduced 39.26%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
51,034
shares
|
$10.9 Million
5.17% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
51,017
shares
|
$10.9 Million
2.09% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
50,952
shares
|
$10.9 Million
3.13% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
50,865
shares
|
$10.9 Million
3.81% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
50,826
shares
|
$10.9 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
50,765
shares
|
$10.9 Million
5.0% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
50,748
shares
|
$10.9 Million
3.6% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
50,699
shares
|
$10.9 Million
6.28% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
50,693
shares
|
$10.9 Million
4.84% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
50,660
shares
|
$10.9 Million
2.9% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
United American Securities Inc. (D
New York, NY |
May 15, 2025 Q1 2025 |
50,614
shares
|
$10.9 Million
2.7% of portfolio
|
Q1 2025
Reduced 45.1%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
50,580
shares
|
$10.8 Million
2.25% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
50,560
shares
|
$10.8 Million
5.69% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
50,520
shares
|
$10.8 Million
6.02% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
50,502
shares
|
$10.8 Million
2.75% of portfolio
|
Q1 2025
Added 1.6%
|