Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,389 institutions that hold shares in the stock, with a total of 9.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
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%
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
12,911
shares
|
$2.77 Million
1.91% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
12,902
shares
|
$2.77 Million
2.63% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
12,895
shares
|
$2.76 Million
2.03% of portfolio
|
Q1 2025
Added 10.26%
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
12,869
shares
|
$2.76 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
12,861
shares
|
$2.76 Million
2.04% of portfolio
|
Q2 2025
Added 47.57%
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
12,857
shares
|
$2.76 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
12,847
shares
|
$2.75 Million
0.83% of portfolio
|
Q2 2025
Added 18.88%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
12,824
shares
|
$2.75 Million
1.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
12,804
shares
|
$2.75 Million
1.19% of portfolio
|
Q1 2025
Added 0.19%
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
12,794
shares
|
$2.74 Million
4.24% of portfolio
|
Q1 2025
Reduced 47.12%
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
12,760
shares
|
$2.74 Million
0.73% of portfolio
|
Q1 2025
Added 0.03%
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
12,748
shares
|
$2.73 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
12,733
shares
|
$2.73 Million
1.72% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
May 14, 2025 Q1 2025 |
12,700
shares
|
$2.72 Million
1.85% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
12,695
shares
|
$2.72 Million
1.45% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
12,680
shares
|
$2.72 Million
0.9% of portfolio
|
Q2 2025
Added 7.8%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
12,677
shares
|
$2.72 Million
1.3% of portfolio
|
Q2 2025
Added 36.92%
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
12,673
shares
|
$2.72 Million
0.77% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
12,673
shares
|
$2.72 Million
1.85% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
12,657
shares
|
$2.71 Million
1.44% of portfolio
|
Q4 2023
Reduced 11.62%
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
12,651
shares
|
$2.71 Million
2.08% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
12,651
shares
|
$2.71 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
12,635
shares
|
$2.71 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
12,631
shares
|
$2.71 Million
0.96% of portfolio
|
Q2 2025
Added 0.8%
|