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 |
|---|---|---|---|---|---|
|
Scp Investment, LP
|
May 08, 2025 Q1 2025 |
10,000
shares
|
$2.12 Million
1.77% of portfolio
|
Q3 2022
Reduced 66.67%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,000
shares
|
$2.12 Million
0.15% of portfolio
|
Q1 2025
Reduced 60.29%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
9,997
shares
|
$2.12 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
9,994
shares
|
$2.12 Million
1.73% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
9,970
shares
|
$2.12 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
9,963
shares
|
$2.12 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
9,942
shares
|
$2.11 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
9,940
shares
|
$2.11 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
9,936
shares
|
$2.11 Million
4.26% of portfolio
|
Q2 2024
Reduced 56.66%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
9,936
shares
|
$2.11 Million
1.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
9,922
shares
|
$2.11 Million
4.05% of portfolio
|
Q1 2025
Reduced 94.46%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
9,920
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
9,911
shares
|
$2.11 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
9,872
shares
|
$2.1 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
9,861
shares
|
$2.1 Million
1.74% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
9,852
shares
|
$2.09 Million
2.65% of portfolio
|
Q1 2025
Reduced 89.03%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
9,843
shares
|
$2.09 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
9,843
shares
|
$2.09 Million
2.11% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
9,832
shares
|
$2.09 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,818
shares
|
$2.09 Million
2.03% of portfolio
|
Q1 2025
Added 309.94%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
9,788
shares
|
$2.08 Million
0.73% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
9,781
shares
|
$2.08 Million
0.77% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
9,766
shares
|
$2.08 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
9,723
shares
|
$2.07 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
9,710
shares
|
$2.06 Million
1.49% of portfolio
|
Q2 2025
New holding
|