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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
13,412
shares
|
$2.88 Million
1.25% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
13,394
shares
|
$2.87 Million
1.75% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
13,382
shares
|
$2.87 Million
0.33% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
13,369
shares
|
$2.87 Million
2.45% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
13,360
shares
|
$2.86 Million
1.72% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
13,341
shares
|
$2.86 Million
1.93% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
13,331
shares
|
$2.86 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
13,327
shares
|
$2.86 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Jul 17, 2025 Q2 2025 |
13,297
shares
|
$2.85 Million
1.19% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
13,296
shares
|
$2.85 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
13,295
shares
|
$2.85 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,289
shares
|
$2.85 Million
1.28% of portfolio
|
Q3 2022
Added 5.26%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
13,286
shares
|
$2.85 Million
0.74% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
13,273
shares
|
$2.85 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
13,267
shares
|
$2.84 Million
3.02% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
13,264
shares
|
$2.84 Million
1.03% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
13,255
shares
|
$2.84 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Baer Investment Advisory LLC
Corte Madera, CA |
May 01, 2025 Q1 2025 |
13,254
shares
|
$2.84 Million
4.57% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
13,235
shares
|
$2.84 Million
3.14% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
13,218
shares
|
$2.83 Million
1.4% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
13,216
shares
|
$2.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 97.4%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
13,210
shares
|
$2.83 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
13,199
shares
|
$2.83 Million
2.39% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
13,180
shares
|
$2.83 Million
2.06% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
13,157
shares
|
$2.82 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.17%
|