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 |
|---|---|---|---|---|---|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
May 15, 2025 Q1 2025 |
45,335
shares
|
$9.72 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
45,312
shares
|
$9.71 Million
2.15% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
45,294
shares
|
$9.71 Million
2.35% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
45,272
shares
|
$9.71 Million
3.04% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
45,251
shares
|
$9.7 Million
6.61% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
45,186
shares
|
$9.69 Million
2.33% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
45,145
shares
|
$9.68 Million
6.01% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
45,139
shares
|
$9.68 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
45,129
shares
|
$9.68 Million
4.62% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
45,121
shares
|
$9.67 Million
4.66% of portfolio
|
Q2 2022
Reduced 6.23%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
45,059
shares
|
$9.66 Million
1.9% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Apr 25, 2025 Q1 2025 |
45,056
shares
|
$9.66 Million
7.04% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
45,026
shares
|
$9.65 Million
5.08% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Kp Management LLC
Edina, MN |
May 15, 2025 Q1 2025 |
45,000
shares
|
$9.65 Million
3.45% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
44,966
shares
|
$9.64 Million
2.41% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
44,959
shares
|
$9.64 Million
4.91% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
44,904
shares
|
$9.63 Million
6.95% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
44,800
shares
|
$9.61 Million
4.54% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
44,792
shares
|
$9.6 Million
1.74% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
44,784
shares
|
$9.6 Million
4.87% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
44,745
shares
|
$9.59 Million
1.12% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Apr 14, 2025 Q1 2025 |
44,685
shares
|
$9.58 Million
7.49% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
44,679
shares
|
$9.58 Million
5.98% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
44,677
shares
|
$9.58 Million
2.11% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
44,647
shares
|
$9.57 Million
3.69% of portfolio
|
Q1 2023
Reduced 6.0%
|