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 |
|---|---|---|---|---|---|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
11,396
shares
|
$2.42 Million
2.62% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
11,389
shares
|
$2.42 Million
1.71% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
11,386
shares
|
$2.42 Million
1.71% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
11,381
shares
|
$2.42 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
11,380
shares
|
$2.42 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
11,373
shares
|
$2.42 Million
1.27% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
11,372
shares
|
$2.42 Million
2.3% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,371
shares
|
$2.42 Million
1.76% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
11,365
shares
|
$2.41 Million
1.55% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
11,358
shares
|
$2.41 Million
3.02% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
11,352
shares
|
$2.41 Million
1.24% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
11,331
shares
|
$2.41 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
11,319
shares
|
$2.41 Million
1.47% of portfolio
|
Q2 2025
Added 39.53%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
11,309
shares
|
$2.4 Million
0.92% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
11,282
shares
|
$2.4 Million
0.58% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
11,271
shares
|
$2.39 Million
2.02% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
11,258
shares
|
$2.39 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
11,250
shares
|
$2.39 Million
1.42% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,245
shares
|
$2.39 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.97%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
11,243
shares
|
$2.39 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
11,241
shares
|
$2.39 Million
2.72% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
11,222
shares
|
$2.38 Million
0.25% of portfolio
|
Q3 2022
Reduced 20.04%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,222
shares
|
$2.38 Million
1.98% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
11,211
shares
|
$2.38 Million
1.53% of portfolio
|
Q2 2025
Added 40.59%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
11,195
shares
|
$2.38 Million
1.49% of portfolio
|
Q1 2025
Reduced 4.84%
|