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 |
|---|---|---|---|---|---|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
14,290
shares
|
$3.06 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
14,272
shares
|
$3.06 Million
3.62% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
14,266
shares
|
$3.06 Million
1.12% of portfolio
|
Q1 2025
Added 56.58%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
14,248
shares
|
$3.05 Million
0.47% of portfolio
|
Q4 2023
Added 19.3%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
14,227
shares
|
$3.05 Million
1.31% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
14,205
shares
|
$3.05 Million
0.48% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
14,200
shares
|
$3.04 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
14,198
shares
|
$3.04 Million
1.69% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
14,190
shares
|
$3.04 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
14,158
shares
|
$3.04 Million
2.82% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
14,158
shares
|
$3.04 Million
2.08% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
14,150
shares
|
$3.03 Million
2.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
14,141
shares
|
$3.03 Million
1.05% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
14,128
shares
|
$3.03 Million
0.46% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
14,127
shares
|
$3.03 Million
1.29% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Rpo LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
14,102
shares
|
$3.02 Million
2.24% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
14,079
shares
|
$3.02 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
14,072
shares
|
$3.02 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
14,057
shares
|
$3.01 Million
2.65% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
14,034
shares
|
$3.01 Million
1.28% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
14,026
shares
|
$3.01 Million
2.52% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
14,025
shares
|
$3.01 Million
1.75% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
14,021
shares
|
$3.01 Million
2.29% of portfolio
|
Q2 2025
Reduced 23.94%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
14,017
shares
|
$3.01 Million
0.87% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$3 Million
5.02% of portfolio
|
Q4 2024
Added 32.58%
|