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 |
|---|---|---|---|---|---|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
12,375
shares
|
$2.65 Million
1.96% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
12,374
shares
|
$2.65 Million
0.12% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
12,335
shares
|
$2.64 Million
0.08% of portfolio
|
Q2 2023
Reduced 6.62%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
12,327
shares
|
$2.64 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
12,320
shares
|
$2.64 Million
2.04% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
12,311
shares
|
$2.64 Million
0.78% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
12,306
shares
|
$2.64 Million
0.88% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
12,298
shares
|
$2.64 Million
1.11% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
May 06, 2025 Q1 2025 |
12,277
shares
|
$2.63 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
12,265
shares
|
$2.63 Million
1.58% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
May 15, 2025 Q1 2025 |
12,260
shares
|
$2.63 Million
1.77% of portfolio
|
Q1 2025
Reduced 38.7%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
12,248
shares
|
$2.63 Million
1.18% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
12,243
shares
|
$2.62 Million
1.35% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
12,237
shares
|
$2.62 Million
4.14% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
12,235
shares
|
$2.62 Million
1.76% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
12,211
shares
|
$2.62 Million
0.68% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
12,182
shares
|
$2.61 Million
1.53% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
12,179
shares
|
$2.61 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
12,173
shares
|
$2.61 Million
2.99% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
12,173
shares
|
$2.61 Million
1.28% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
12,164
shares
|
$2.61 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
12,164
shares
|
$2.61 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
12,154
shares
|
$2.61 Million
3.82% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
12,154
shares
|
$2.61 Million
1.69% of portfolio
|
Q2 2025
Added 28.44%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
12,149
shares
|
$2.6 Million
4.76% of portfolio
|
Q1 2025
Reduced 1.61%
|