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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
46,412
shares
|
$9.95 Million
3.16% of portfolio
|
Q1 2025
Added 99.12%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
46,364
shares
|
$9.94 Million
2.3% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
46,327
shares
|
$9.93 Million
1.94% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 18, 2025 Q2 2025 |
46,154
shares
|
$9.9 Million
3.88% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
46,090
shares
|
$9.88 Million
4.33% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,062
shares
|
$9.88 Million
1.52% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
46,037
shares
|
$9.87 Million
6.18% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
46,000
shares
|
$9.86 Million
1.16% of portfolio
|
Q1 2025
Added 318.18%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
45,937
shares
|
$9.85 Million
12.66% of portfolio
|
Q4 2023
Reduced 2.15%
|
|
|
Ov Management LLC
Minneapolis, MN |
May 13, 2025 Q1 2025 |
45,852
shares
|
$9.83 Million
4.77% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
45,844
shares
|
$9.83 Million
1.91% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
45,821
shares
|
$9.82 Million
2.87% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Nia Impact Advisors, LLC
|
May 15, 2025 Q1 2025 |
45,768
shares
|
$9.81 Million
4.14% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
45,763
shares
|
$9.81 Million
1.09% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
45,715
shares
|
$9.8 Million
13.52% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
45,695
shares
|
$9.8 Million
1.72% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
45,683
shares
|
$9.79 Million
4.7% of portfolio
|
Q1 2025
Added 152.36%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
45,617
shares
|
$9.78 Million
2.29% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
45,483
shares
|
$9.75 Million
4.63% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
45,479
shares
|
$9.75 Million
4.97% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
45,469
shares
|
$9.75 Million
4.51% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
45,422
shares
|
$9.74 Million
3.73% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
45,416
shares
|
$9.74 Million
3.06% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
45,371
shares
|
$9.73 Million
7.61% of portfolio
|
Q1 2025
Added 28.41%
|