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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
49,623
shares
|
$10.6 Million
2.32% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
49,612
shares
|
$10.6 Million
3.92% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
49,601
shares
|
$10.6 Million
2.96% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
49,520
shares
|
$10.6 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
49,514
shares
|
$10.6 Million
1.45% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
49,456
shares
|
$10.6 Million
0.94% of portfolio
|
Q4 2023
Reduced 1.58%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
49,450
shares
|
$10.6 Million
4.66% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
49,391
shares
|
$10.6 Million
0.96% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
49,375
shares
|
$10.6 Million
3.66% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
49,336
shares
|
$10.6 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
49,326
shares
|
$10.6 Million
2.14% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
49,276
shares
|
$10.6 Million
2.19% of portfolio
|
Q2 2024
Added 46.37%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
49,219
shares
|
$10.6 Million
3.92% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
49,177
shares
|
$10.5 Million
4.66% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
49,118
shares
|
$10.5 Million
1.6% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
49,031
shares
|
$10.5 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
48,944
shares
|
$10.5 Million
0.97% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
48,920
shares
|
$10.5 Million
5.62% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
48,901
shares
|
$10.5 Million
4.82% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
48,897
shares
|
$10.5 Million
3.36% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
48,876
shares
|
$10.5 Million
5.79% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
48,867
shares
|
$10.5 Million
9.13% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
48,806
shares
|
$10.5 Million
3.76% of portfolio
|
Q2 2025
Reduced 25.05%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
48,805
shares
|
$10.5 Million
4.21% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
48,804
shares
|
$10.5 Million
3.47% of portfolio
|
Q2 2025
Added 3.09%
|