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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
11,769
shares
|
$2.5 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
11,761
shares
|
$2.5 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
11,751
shares
|
$2.5 Million
1.84% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
11,744
shares
|
$2.5 Million
1.81% of portfolio
|
Q1 2025
Reduced 27.52%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
11,727
shares
|
$2.49 Million
0.99% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
11,725
shares
|
$2.49 Million
0.88% of portfolio
|
Q2 2025
Added 171.6%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
11,707
shares
|
$2.49 Million
1.64% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
11,703
shares
|
$2.49 Million
1.08% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
11,678
shares
|
$2.48 Million
1.37% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
11,673
shares
|
$2.48 Million
1.15% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
11,667
shares
|
$2.48 Million
2.65% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
11,640
shares
|
$2.47 Million
1.64% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
11,600
shares
|
$2.46 Million
1.73% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
11,583
shares
|
$2.46 Million
0.5% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
11,575
shares
|
$2.46 Million
1.53% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
11,552
shares
|
$2.45 Million
1.1% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
11,509
shares
|
$2.45 Million
0.92% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
11,505
shares
|
$2.44 Million
9.88% of portfolio
|
Q3 2022
Reduced 87.3%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
11,500
shares
|
$2.44 Million
0.73% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,486
shares
|
$2.44 Million
0.62% of portfolio
|
Q3 2023
Reduced 2.06%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
11,483
shares
|
$2.44 Million
0.46% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
11,442
shares
|
$2.43 Million
1.28% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
11,423
shares
|
$2.43 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
11,420
shares
|
$2.43 Million
0.59% of portfolio
|
Q1 2025
Added 890.46%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
11,420
shares
|
$2.43 Million
1.07% of portfolio
|
Q2 2025
Reduced 3.64%
|