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 |
|---|---|---|---|---|---|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
8,984
shares
|
$1.89 Million
2.62% of portfolio
|
Q1 2025
Reduced 35.06%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
8,941
shares
|
$1.88 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
8,933
shares
|
$1.88 Million
1.98% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
8,930
shares
|
$1.88 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
8,930
shares
|
$1.88 Million
1.78% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
8,926
shares
|
$1.87 Million
0.48% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
8,910
shares
|
$1.87 Million
0.59% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jul 09, 2025 Q2 2025 |
8,905
shares
|
$1.87 Million
1.55% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
8,903
shares
|
$1.87 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
8,887
shares
|
$1.87 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
8,873
shares
|
$1.86 Million
0.94% of portfolio
|
Q1 2025
Added 23.82%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,870
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.28%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
8,869
shares
|
$1.86 Million
1.54% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
8,868
shares
|
$1.86 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
8,867
shares
|
$1.86 Million
1.48% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
8,843
shares
|
$1.86 Million
0.57% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
8,838
shares
|
$1.86 Million
1.33% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Wallace Hart LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
8,827
shares
|
$1.85 Million
4.93% of portfolio
|
Q1 2025
Added 228.02%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
8,826
shares
|
$1.85 Million
0.6% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
8,799
shares
|
$1.85 Million
1.27% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
8,762
shares
|
$1.84 Million
1.5% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
8,758
shares
|
$1.84 Million
1.12% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,757
shares
|
$1.84 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
8,756
shares
|
$1.84 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
8,755
shares
|
$1.84 Million
1.06% of portfolio
|
Q1 2025
Added 14.16%
|