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 |
|---|---|---|---|---|---|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
12,148
shares
|
$2.6 Million
0.87% of portfolio
|
Q3 2022
Reduced 43.51%
|
|
|
Jrm Investment Counsel, LLC
|
May 14, 2025 Q1 2025 |
12,141
shares
|
$2.6 Million
0.92% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
12,129
shares
|
$2.6 Million
2.42% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
12,124
shares
|
$2.6 Million
0.6% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
12,089
shares
|
$2.59 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
12,084
shares
|
$2.59 Million
2.57% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
12,068
shares
|
$2.59 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
12,051
shares
|
$2.58 Million
1.2% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
12,051
shares
|
$2.58 Million
1.32% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
12,049
shares
|
$2.58 Million
0.68% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
12,026
shares
|
$2.58 Million
1.76% of portfolio
|
Q1 2025
Added 50.63%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
11,992
shares
|
$2.57 Million
1.04% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
11,990
shares
|
$2.57 Million
2.27% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
11,931
shares
|
$2.56 Million
1.56% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
11,921
shares
|
$2.56 Million
0.37% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
11,906
shares
|
$2.55 Million
0.91% of portfolio
|
Q1 2025
Added 41.02%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
11,887
shares
|
$2.55 Million
1.68% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,883
shares
|
$2.55 Million
0.84% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
11,856
shares
|
$2.54 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
11,806
shares
|
$2.53 Million
1.61% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
11,790
shares
|
$2.53 Million
2.15% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
11,783
shares
|
$2.53 Million
0.6% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
11,780
shares
|
$2.53 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
11,773
shares
|
$2.52 Million
0.66% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
11,771
shares
|
$2.52 Million
1.84% of portfolio
|
Q2 2023
Reduced 5.92%
|