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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
47,171
shares
|
$10.1 Million
2.67% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
47,164
shares
|
$10.1 Million
5.22% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
47,128
shares
|
$10.1 Million
2.53% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
47,127
shares
|
$10.1 Million
3.2% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
47,097
shares
|
$10.1 Million
3.48% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
47,081
shares
|
$10.1 Million
2.1% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
47,048
shares
|
$10.1 Million
7.54% of portfolio
|
Q3 2024
Reduced 90.99%
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Apr 25, 2025 Q1 2025 |
47,000
shares
|
$10.1 Million
5.64% of portfolio
|
Q1 2025
New holding
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
46,993
shares
|
$10.1 Million
1.98% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
46,960
shares
|
$10.1 Million
6.19% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
46,929
shares
|
$10.1 Million
3.83% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
46,853
shares
|
$10 Million
4.04% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
46,803
shares
|
$10 Million
1.98% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
46,738
shares
|
$10 Million
1.37% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
46,687
shares
|
$10 Million
2.33% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
46,671
shares
|
$10 Million
2.52% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
46,658
shares
|
$10 Million
5.59% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
46,648
shares
|
$10 Million
3.9% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
46,606
shares
|
$9.99 Million
4.57% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
46,540
shares
|
$9.98 Million
1.44% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
46,532
shares
|
$9.98 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
46,487
shares
|
$9.97 Million
5.62% of portfolio
|
Q2 2025
Reduced 31.56%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
46,462
shares
|
$9.96 Million
4.85% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
46,451
shares
|
$9.96 Million
1.97% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
46,437
shares
|
$9.96 Million
1.55% of portfolio
|
Q1 2025
Reduced 6.04%
|