Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,384 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 $1.91 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
9,704
shares
|
$2.06 Million
1.99% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
9,696
shares
|
$2.06 Million
1.17% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
9,691
shares
|
$2.06 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
9,677
shares
|
$2.06 Million
0.46% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Clear Street Derivatives LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,663
shares
|
$2.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
9,628
shares
|
$2.05 Million
1.69% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
9,599
shares
|
$2.04 Million
0.94% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
9,585
shares
|
$2.04 Million
0.33% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
9,573
shares
|
$2.03 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
9,564
shares
|
$2.03 Million
1.4% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
9,556
shares
|
$2.03 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
9,555
shares
|
$2.03 Million
1.68% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
9,511
shares
|
$2.02 Million
1.26% of portfolio
|
Q1 2025
Reduced 26.02%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
9,504
shares
|
$2.02 Million
1.18% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
9,492
shares
|
$2.02 Million
1.35% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
9,492
shares
|
$2.02 Million
1.61% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
9,478
shares
|
$2.01 Million
1.38% of portfolio
|
Q3 2022
Reduced 7.91%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
9,463
shares
|
$2.01 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
9,453
shares
|
$2.01 Million
0.6% of portfolio
|
Q2 2024
Added 47.22%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
9,447
shares
|
$2.01 Million
2.06% of portfolio
|
Q1 2025
Reduced 22.0%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
9,420
shares
|
$2 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
9,417
shares
|
$2 Million
0.24% of portfolio
|
Q3 2022
Reduced 21.93%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
9,403
shares
|
$2 Million
0.46% of portfolio
|
Q1 2025
Reduced 67.62%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
9,403
shares
|
$2 Million
0.5% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
9,398
shares
|
$2 Million
2.66% of portfolio
|
Q1 2025
Added 12.88%
|