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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
10,437
shares
|
$2.22 Million
3.04% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
10,429
shares
|
$2.22 Million
1.6% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
10,428
shares
|
$2.22 Million
2.65% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
10,428
shares
|
$2.22 Million
1.86% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
10,413
shares
|
$2.21 Million
1.6% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
10,404
shares
|
$2.21 Million
1.64% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
10,391
shares
|
$2.21 Million
2.28% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
10,388
shares
|
$2.21 Million
1.54% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
10,382
shares
|
$2.21 Million
1.21% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
10,366
shares
|
$2.2 Million
1.56% of portfolio
|
Q1 2025
Reduced 60.01%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
10,366
shares
|
$2.2 Million
0.91% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
10,363
shares
|
$2.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
10,360
shares
|
$2.2 Million
0.7% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Apr 17, 2025 Q1 2025 |
10,352
shares
|
$2.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
10,349
shares
|
$2.2 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
10,349
shares
|
$2.2 Million
1.63% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,341
shares
|
$2.2 Million
1.68% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
10,341
shares
|
$2.2 Million
1.51% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
10,329
shares
|
$2.19 Million
2.57% of portfolio
|
Q2 2024
Added 11.8%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
10,305
shares
|
$2.19 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
10,292
shares
|
$2.19 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
10,288
shares
|
$2.19 Million
1.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
10,280
shares
|
$2.18 Million
1.32% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
10,274
shares
|
$2.18 Million
1.02% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,264
shares
|
$2.18 Million
4.64% of portfolio
|
Q4 2024
Reduced 1.69%
|