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 |
|---|---|---|---|---|---|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,264
shares
|
$2.2 Million
4.64% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
10,249
shares
|
$2.2 Million
1.11% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
10,241
shares
|
$2.2 Million
2.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
10,215
shares
|
$2.19 Million
0.98% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
10,212
shares
|
$2.19 Million
1.31% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
10,207
shares
|
$2.19 Million
1.25% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 30, 2025 Q1 2025 |
10,197
shares
|
$2.19 Million
1.53% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
10,196
shares
|
$2.19 Million
1.15% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
10,194
shares
|
$2.19 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
10,173
shares
|
$2.18 Million
2.52% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
10,156
shares
|
$2.18 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
10,153
shares
|
$2.18 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
10,151
shares
|
$2.18 Million
2.89% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
10,145
shares
|
$2.18 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
10,137
shares
|
$2.17 Million
1.05% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
10,107
shares
|
$2.17 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
10,107
shares
|
$2.17 Million
1.82% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
10,090
shares
|
$2.16 Million
0.33% of portfolio
|
Q1 2025
Reduced 67.01%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
10,086
shares
|
$2.16 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
10,081
shares
|
$2.16 Million
1.2% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
10,071
shares
|
$2.16 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
10,060
shares
|
$2.16 Million
0.38% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
10,056
shares
|
$2.16 Million
1.43% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
10,052
shares
|
$2.16 Million
2.27% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
10,049
shares
|
$2.15 Million
1.93% of portfolio
|
Q1 2025
Added 0.9%
|