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 |
|---|---|---|---|---|---|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
14,586
shares
|
$3.13 Million
2.41% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
14,550
shares
|
$3.12 Million
3.44% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
14,542
shares
|
$3.12 Million
2.7% of portfolio
|
Q1 2025
Reduced 58.51%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
14,541
shares
|
$3.12 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
14,537
shares
|
$3.12 Million
2.12% of portfolio
|
Q1 2025
Added 35.11%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
14,528
shares
|
$3.11 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
14,525
shares
|
$3.11 Million
0.9% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
14,503
shares
|
$3.11 Million
1.27% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
14,494
shares
|
$3.11 Million
0.79% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
14,492
shares
|
$3.11 Million
0.54% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
14,491
shares
|
$3.11 Million
0.88% of portfolio
|
Q1 2025
Added 143.14%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
14,470
shares
|
$3.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
14,425
shares
|
$3.09 Million
2.93% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
14,419
shares
|
$3.09 Million
1.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
14,409
shares
|
$3.09 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
14,408
shares
|
$3.09 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
14,404
shares
|
$3.09 Million
2.2% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
14,400
shares
|
$3.09 Million
0.38% of portfolio
|
Q1 2025
Reduced 26.23%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
14,396
shares
|
$3.09 Million
1.08% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
14,394
shares
|
$3.09 Million
2.08% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
14,354
shares
|
$3.08 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
14,339
shares
|
$3.07 Million
1.46% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
14,321
shares
|
$3.07 Million
2.97% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
14,320
shares
|
$3.07 Million
2.28% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
14,313
shares
|
$3.07 Million
1.3% of portfolio
|
Q1 2025
Added 0.14%
|