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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
12,610
shares
|
$2.7 Million
2.94% of portfolio
|
Q1 2025
Added 197.2%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
12,606
shares
|
$2.7 Million
0.67% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
12,606
shares
|
$2.7 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
12,604
shares
|
$2.7 Million
4.2% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
12,604
shares
|
$2.7 Million
2.05% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
12,602
shares
|
$2.7 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
12,599
shares
|
$2.7 Million
3.18% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
12,574
shares
|
$2.7 Million
2.21% of portfolio
|
Q2 2025
Reduced 39.59%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
12,546
shares
|
$2.69 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
12,545
shares
|
$2.69 Million
2.11% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
12,545
shares
|
$2.69 Million
1.92% of portfolio
|
Q2 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
12,530
shares
|
$2.69 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
12,524
shares
|
$2.69 Million
3.31% of portfolio
|
Q2 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
12,514
shares
|
$2.68 Million
1.49% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
12,508
shares
|
$2.68 Million
2.48% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
12,455
shares
|
$2.67 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
12,434
shares
|
$2.67 Million
1.37% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
12,429
shares
|
$2.66 Million
1.7% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12,428
shares
|
$2.66 Million
2.4% of portfolio
|
Q1 2025
Reduced 25.59%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,424
shares
|
$2.66 Million
0.48% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
12,413
shares
|
$2.66 Million
1.57% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,392
shares
|
$2.66 Million
0.6% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
12,386
shares
|
$2.66 Million
2.13% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
12,384
shares
|
$2.66 Million
0.99% of portfolio
|
Q1 2025
Reduced 25.61%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
12,378
shares
|
$2.65 Million
0.72% of portfolio
|
Q2 2025
Added 6.18%
|