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 $1.95 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
43,661
shares
|
$9.33 Million
4.6% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
43,644
shares
|
$9.33 Million
7.09% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
43,623
shares
|
$9.32 Million
4.67% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
43,587
shares
|
$9.32 Million
7.39% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
43,511
shares
|
$9.3 Million
2.3% of portfolio
|
Q1 2025
Added 27.55%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
43,484
shares
|
$9.3 Million
2.99% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
43,476
shares
|
$9.29 Million
7.4% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
43,467
shares
|
$9.29 Million
8.54% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jul 11, 2025 Q2 2025 |
43,419
shares
|
$9.28 Million
2.89% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
43,416
shares
|
$9.28 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
43,380
shares
|
$9.27 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
43,376
shares
|
$9.27 Million
1.05% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
43,307
shares
|
$9.26 Million
3.27% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
43,227
shares
|
$9.24 Million
4.63% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
43,193
shares
|
$9.23 Million
4.16% of portfolio
|
Q2 2025
Added 1052.12%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
43,166
shares
|
$9.23 Million
2.54% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Jul 23, 2025 Q2 2025 |
43,016
shares
|
$9.2 Million
4.31% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
43,013
shares
|
$9.19 Million
0.16% of portfolio
|
Q1 2025
Added 44.2%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
42,978
shares
|
$9.19 Million
4.1% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
42,965
shares
|
$9.18 Million
6.26% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
42,855
shares
|
$9.16 Million
1.99% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
42,755
shares
|
$9.14 Million
3.95% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
42,752
shares
|
$9.14 Million
1.28% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
42,710
shares
|
$9.13 Million
4.27% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
42,623
shares
|
$9.11 Million
8.14% of portfolio
|
Q2 2024
Reduced 0.57%
|