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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13,156
shares
|
$2.82 Million
0.41% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,148
shares
|
$2.82 Million
1.78% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
13,145
shares
|
$2.82 Million
2.08% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Diker Management LLC
New York, NY |
May 22, 2025 Q1 2025 |
13,142
shares
|
$2.82 Million
3.61% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
13,094
shares
|
$2.81 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
13,080
shares
|
$2.8 Million
3.99% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
America First Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,065
shares
|
$2.8 Million
0.68% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
13,061
shares
|
$2.8 Million
2.06% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
13,061
shares
|
$2.8 Million
1.22% of portfolio
|
Q2 2025
Added 167.97%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
13,058
shares
|
$2.8 Million
2.2% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
13,057
shares
|
$2.8 Million
0.54% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
13,031
shares
|
$2.79 Million
2.0% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
13,027
shares
|
$2.79 Million
0.37% of portfolio
|
Q1 2024
Added 125.58%
|
|
|
Hap Trading, LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,002
shares
|
$2.79 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
12,998
shares
|
$2.79 Million
1.73% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
12,987
shares
|
$2.78 Million
1.25% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
12,979
shares
|
$2.78 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
12,968
shares
|
$2.78 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
12,968
shares
|
$2.78 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
12,961
shares
|
$2.78 Million
4.25% of portfolio
|
Q4 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
12,956
shares
|
$2.78 Million
0.64% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
12,949
shares
|
$2.78 Million
1.32% of portfolio
|
Q1 2025
Reduced 22.49%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
12,929
shares
|
$2.77 Million
0.69% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
12,919
shares
|
$2.77 Million
0.6% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
12,914
shares
|
$2.77 Million
1.08% of portfolio
|
Q3 2024
Reduced 3.73%
|