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 |
|---|---|---|---|---|---|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
48,722
shares
|
$10.4 Million
4.18% of portfolio
|
Q1 2024
Added 7.95%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
48,606
shares
|
$10.4 Million
3.39% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
48,578
shares
|
$10.4 Million
9.82% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
48,548
shares
|
$10.4 Million
2.41% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
48,440
shares
|
$10.4 Million
6.06% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
48,362
shares
|
$10.4 Million
5.92% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
48,337
shares
|
$10.4 Million
4.21% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
48,325
shares
|
$10.4 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
48,313
shares
|
$10.4 Million
12.77% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
48,309
shares
|
$10.4 Million
5.17% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
48,290
shares
|
$10.4 Million
7.02% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
48,267
shares
|
$10.3 Million
4.42% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
48,185
shares
|
$10.3 Million
3.2% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
48,176
shares
|
$10.3 Million
5.94% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
48,111
shares
|
$10.3 Million
8.55% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
48,082
shares
|
$10.3 Million
4.73% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
48,030
shares
|
$10.3 Million
7.44% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
48,020
shares
|
$10.3 Million
8.3% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
47,971
shares
|
$10.3 Million
8.43% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
47,951
shares
|
$10.3 Million
5.61% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
47,935
shares
|
$10.3 Million
1.35% of portfolio
|
Q2 2025
Added 27.55%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
47,886
shares
|
$10.3 Million
4.5% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
47,874
shares
|
$10.3 Million
7.87% of portfolio
|
Q1 2025
Added 62.71%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
47,818
shares
|
$10.3 Million
2.66% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
47,783
shares
|
$10.2 Million
2.24% of portfolio
|
Q4 2023
Added 19.28%
|