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 |
|---|---|---|---|---|---|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
14,870
shares
|
$3.19 Million
1.12% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
14,868
shares
|
$3.19 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
14,856
shares
|
$3.19 Million
2.32% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
14,855
shares
|
$3.18 Million
1.26% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
14,825
shares
|
$3.18 Million
4.42% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
14,821
shares
|
$3.18 Million
0.95% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
14,819
shares
|
$3.18 Million
1.8% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
14,776
shares
|
$3.17 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
14,758
shares
|
$3.16 Million
1.34% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Ctc LLC
|
May 15, 2025 Q1 2025 |
14,756
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 93.65%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
May 02, 2025 Q1 2025 |
14,749
shares
|
$3.16 Million
2.09% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
14,742
shares
|
$3.16 Million
1.77% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
14,738
shares
|
$3.16 Million
1.93% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
14,732
shares
|
$3.16 Million
1.94% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
14,732
shares
|
$3.16 Million
2.23% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Carmignac Gestion
Paris, I0 |
May 14, 2025 Q1 2025 |
14,714
shares
|
$3.15 Million
0.06% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
14,705
shares
|
$3.15 Million
1.65% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
14,687
shares
|
$3.15 Million
1.28% of portfolio
|
Q2 2025
Reduced 31.83%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,663
shares
|
$3.14 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
14,634
shares
|
$3.14 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
14,616
shares
|
$3.13 Million
2.59% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
14,613
shares
|
$3.13 Million
1.6% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
14,613
shares
|
$3.13 Million
4.08% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
14,608
shares
|
$3.13 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
14,596
shares
|
$3.13 Million
1.95% of portfolio
|
Q4 2024
Added 1.02%
|