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 |
|---|---|---|---|---|---|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
13,974
shares
|
$3 Million
2.93% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
13,945
shares
|
$2.99 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
13,936
shares
|
$2.99 Million
2.82% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
13,918
shares
|
$2.98 Million
1.16% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
13,898
shares
|
$2.98 Million
0.1% of portfolio
|
Q1 2025
Reduced 65.68%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
13,885
shares
|
$2.98 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
13,883
shares
|
$2.98 Million
0.95% of portfolio
|
Q4 2022
Reduced 6.71%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
13,878
shares
|
$2.98 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
13,868
shares
|
$2.97 Million
2.74% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
13,830
shares
|
$2.97 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
13,828
shares
|
$2.96 Million
1.13% of portfolio
|
Q1 2025
Added 84.99%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,783
shares
|
$2.96 Million
3.77% of portfolio
|
Q3 2023
Added 14.16%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
13,780
shares
|
$2.95 Million
2.48% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
13,776
shares
|
$2.95 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
13,770
shares
|
$2.95 Million
2.56% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
13,765
shares
|
$2.95 Million
1.3% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
13,756
shares
|
$2.95 Million
1.37% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
13,754
shares
|
$2.95 Million
1.76% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
13,747
shares
|
$2.95 Million
1.84% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
13,745
shares
|
$2.95 Million
1.02% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
13,737
shares
|
$2.95 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
13,718
shares
|
$2.94 Million
0.63% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
13,704
shares
|
$2.94 Million
2.89% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
13,668
shares
|
$2.93 Million
0.09% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
13,654
shares
|
$2.93 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.22%
|