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 |
|---|---|---|---|---|---|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
10,696
shares
|
$2.27 Million
2.37% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
10,692
shares
|
$2.27 Million
1.79% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
10,687
shares
|
$2.27 Million
1.67% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,657
shares
|
$2.26 Million
0.8% of portfolio
|
Q3 2023
Reduced 15.85%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
10,639
shares
|
$2.26 Million
2.84% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Sirios Capital Management L P
Boston, MA |
May 15, 2025 Q1 2025 |
10,614
shares
|
$2.26 Million
0.49% of portfolio
|
Q1 2025
Added 97.58%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
10,600
shares
|
$2.25 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
10,598
shares
|
$2.25 Million
1.84% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
10,590
shares
|
$2.25 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
10,590
shares
|
$2.25 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
10,578
shares
|
$2.25 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
10,572
shares
|
$2.25 Million
1.55% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
10,568
shares
|
$2.25 Million
0.63% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
10,568
shares
|
$2.25 Million
9.6% of portfolio
|
Q3 2022
Added 604.53%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
10,562
shares
|
$2.24 Million
0.6% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
10,540
shares
|
$2.24 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
10,538
shares
|
$2.24 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
10,532
shares
|
$2.24 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
10,526
shares
|
$2.24 Million
0.96% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
10,508
shares
|
$2.23 Million
0.07% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
10,500
shares
|
$2.23 Million
0.06% of portfolio
|
Q1 2025
Reduced 91.57%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
10,490
shares
|
$2.23 Million
0.84% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
10,476
shares
|
$2.23 Million
1.24% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
10,476
shares
|
$2.23 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
10,467
shares
|
$2.22 Million
0.87% of portfolio
|
Q2 2025
Added 12.48%
|