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 |
|---|---|---|---|---|---|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
9,393
shares
|
$2 Million
1.2% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
9,375
shares
|
$1.99 Million
1.09% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
May 13, 2025 Q1 2025 |
9,367
shares
|
$1.99 Million
0.08% of portfolio
|
Q1 2025
Reduced 44.82%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
9,367
shares
|
$1.99 Million
2.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
9,366
shares
|
$1.99 Million
0.68% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
9,363
shares
|
$1.99 Million
2.12% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
9,357
shares
|
$1.99 Million
0.37% of portfolio
|
Q4 2024
Added 304.54%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
9,336
shares
|
$1.98 Million
0.71% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
9,328
shares
|
$1.98 Million
2.38% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
9,325
shares
|
$1.98 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
9,293
shares
|
$1.97 Million
0.45% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
9,284
shares
|
$1.97 Million
1.3% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
9,283
shares
|
$1.97 Million
2.0% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
9,276
shares
|
$1.97 Million
1.9% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
9,273
shares
|
$1.97 Million
1.85% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
9,271
shares
|
$1.97 Million
1.15% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
9,261
shares
|
$1.97 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
9,248
shares
|
$1.97 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
9,234
shares
|
$1.96 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
9,230
shares
|
$1.96 Million
1.02% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
9,227
shares
|
$1.96 Million
1.53% of portfolio
|
Q4 2022
Reduced 13.09%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
9,219
shares
|
$1.96 Million
1.16% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
9,210
shares
|
$1.96 Million
0.73% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
9,184
shares
|
$1.95 Million
1.56% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
9,175
shares
|
$1.95 Million
1.18% of portfolio
|
Q1 2025
Reduced 6.18%
|