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 |
|---|---|---|---|---|---|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
15,116
shares
|
$3.24 Million
2.47% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
15,112
shares
|
$3.24 Million
2.99% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
15,106
shares
|
$3.24 Million
1.44% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
15,087
shares
|
$3.23 Million
1.46% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
15,082
shares
|
$3.23 Million
0.92% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
15,077
shares
|
$3.23 Million
4.4% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
15,069
shares
|
$3.23 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
15,057
shares
|
$3.23 Million
1.77% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
15,050
shares
|
$3.23 Million
0.76% of portfolio
|
Q1 2025
Reduced 28.69%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
15,040
shares
|
$3.22 Million
2.23% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
15,038
shares
|
$3.22 Million
1.62% of portfolio
|
Q1 2025
Added 27.44%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
15,038
shares
|
$3.22 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
15,022
shares
|
$3.22 Million
2.97% of portfolio
|
Q2 2025
Added 28.17%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
15,018
shares
|
$3.22 Million
2.83% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
15,015
shares
|
$3.22 Million
1.51% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
15,006
shares
|
$3.22 Million
0.4% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
15,003
shares
|
$3.22 Million
2.18% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
15,003
shares
|
$3.22 Million
2.56% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
14,980
shares
|
$3.21 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
14,956
shares
|
$3.21 Million
1.5% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
14,956
shares
|
$3.21 Million
1.19% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
14,940
shares
|
$3.2 Million
2.4% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
14,939
shares
|
$3.2 Million
3.17% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,879
shares
|
$3.19 Million
0.94% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
14,879
shares
|
$3.19 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.74%
|