Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,393 institutions that hold shares in the stock, with a total of 9.13 Billion shares, which have been reported (via 13F filing form) to have a value of $1.96 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
10,917
shares
|
$2.34 Million
1.33% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
10,910
shares
|
$2.34 Million
1.47% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
10,905
shares
|
$2.34 Million
0.42% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
10,900
shares
|
$2.34 Million
2.2% of portfolio
|
Q4 2022
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
10,885
shares
|
$2.33 Million
2.07% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
May 12, 2025 Q1 2025 |
10,865
shares
|
$2.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.64%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
10,861
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
10,840
shares
|
$2.32 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
10,832
shares
|
$2.32 Million
0.61% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
10,825
shares
|
$2.32 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
10,825
shares
|
$2.32 Million
1.24% of portfolio
|
Q1 2025
Added 128.81%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
10,810
shares
|
$2.32 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
10,797
shares
|
$2.31 Million
0.66% of portfolio
|
Q1 2025
Added 31.88%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
10,794
shares
|
$2.31 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
10,787
shares
|
$2.31 Million
0.59% of portfolio
|
Q2 2022
Reduced 86.64%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
10,765
shares
|
$2.31 Million
0.8% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
10,763
shares
|
$2.31 Million
1.53% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
10,758
shares
|
$2.31 Million
1.4% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
10,756
shares
|
$2.31 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
10,754
shares
|
$2.31 Million
0.87% of portfolio
|
Q1 2025
Added 202.08%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
10,734
shares
|
$2.3 Million
2.2% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,728
shares
|
$2.3 Million
6.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
10,715
shares
|
$2.3 Million
1.35% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
10,701
shares
|
$2.29 Million
48.06% of portfolio
|
Q2 2023
Reduced 85.27%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
10,698
shares
|
$2.29 Million
0.97% of portfolio
|
Q2 2025
Added 1.46%
|