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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
50,457
shares
|
$10.8 Million
2.12% of portfolio
|
Q2 2023
Added 1.54%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50,422
shares
|
$10.8 Million
1.25% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
50,378
shares
|
$10.8 Million
4.23% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
50,329
shares
|
$10.8 Million
5.28% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
50,302
shares
|
$10.8 Million
5.44% of portfolio
|
Q2 2025
Added 33.47%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
50,301
shares
|
$10.8 Million
1.39% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
50,296
shares
|
$10.8 Million
2.29% of portfolio
|
Q2 2025
Added 308.35%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
50,249
shares
|
$10.8 Million
1.5% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
50,239
shares
|
$10.8 Million
1.62% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Sitrin Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
50,213
shares
|
$10.8 Million
6.4% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
50,200
shares
|
$10.8 Million
4.86% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
50,192
shares
|
$10.8 Million
4.52% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Searcy Financial Services Inc
|
Jul 09, 2025 Q2 2025 |
50,164
shares
|
$10.8 Million
4.18% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
50,141
shares
|
$10.8 Million
3.0% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
50,062
shares
|
$10.7 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
50,058
shares
|
$10.7 Million
3.71% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
50,051
shares
|
$10.7 Million
1.54% of portfolio
|
Q1 2025
Added 66.99%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
50,015
shares
|
$10.7 Million
2.25% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
50,007
shares
|
$10.7 Million
3.05% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
49,973
shares
|
$10.7 Million
4.15% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
49,833
shares
|
$10.7 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
49,766
shares
|
$10.7 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
49,665
shares
|
$10.6 Million
4.4% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
49,663
shares
|
$10.6 Million
5.2% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
49,655
shares
|
$10.6 Million
3.16% of portfolio
|
Q1 2025
Added 2.68%
|