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 |
|---|---|---|---|---|---|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
8,744
shares
|
$1.86 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
8,736
shares
|
$1.86 Million
0.45% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Parker Investment Management, LLC
|
May 01, 2025 Q1 2025 |
8,726
shares
|
$1.85 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Apr 21, 2025 Q1 2025 |
8,721
shares
|
$1.85 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
8,708
shares
|
$1.85 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
8,704
shares
|
$1.85 Million
1.44% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
8,690
shares
|
$1.85 Million
1.09% of portfolio
|
Q1 2025
Reduced 59.91%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
8,686
shares
|
$1.85 Million
1.32% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
8,652
shares
|
$1.84 Million
2.24% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
8,640
shares
|
$1.84 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
8,636
shares
|
$1.83 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,636
shares
|
$1.83 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
8,635
shares
|
$1.83 Million
0.93% of portfolio
|
Q2 2025
Added 77.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
8,619
shares
|
$1.83 Million
0.8% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,616
shares
|
$1.83 Million
0.46% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
8,615
shares
|
$1.83 Million
1.1% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
8,611
shares
|
$1.83 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
8,609
shares
|
$1.83 Million
0.43% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
8,600
shares
|
$1.83 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
8,591
shares
|
$1.83 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
8,589
shares
|
$1.82 Million
0.3% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
8,580
shares
|
$1.82 Million
0.1% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
8,569
shares
|
$1.82 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
8,547
shares
|
$1.82 Million
0.96% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
8,532
shares
|
$1.81 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.9%
|