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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
8,529
shares
|
$1.79 Million
0.65% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,518
shares
|
$1.79 Million
7.96% of portfolio
|
Q3 2024
Reduced 33.57%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
8,508
shares
|
$1.79 Million
0.5% of portfolio
|
Q1 2025
Reduced 64.24%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
8,507
shares
|
$1.79 Million
1.69% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
8,506
shares
|
$1.79 Million
2.5% of portfolio
|
Q4 2023
Added 0.69%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
8,497
shares
|
$1.78 Million
1.43% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
8,495
shares
|
$1.78 Million
1.53% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
8,465
shares
|
$1.78 Million
0.27% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,462
shares
|
$1.78 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
8,458
shares
|
$1.78 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Galilei Investment Office LLP
London, X0 |
May 08, 2025 Q1 2025 |
8,449
shares
|
$1.77 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
8,446
shares
|
$1.77 Million
0.7% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
8,442
shares
|
$1.77 Million
1.34% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
8,427
shares
|
$1.77 Million
1.18% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
8,392
shares
|
$1.76 Million
1.43% of portfolio
|
Q1 2025
Added 46.1%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
8,374
shares
|
$1.76 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
8,363
shares
|
$1.76 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
8,357
shares
|
$1.76 Million
2.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
8,344
shares
|
$1.75 Million
0.86% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
8,341
shares
|
$1.75 Million
0.63% of portfolio
|
Q2 2025
Reduced 68.72%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,337
shares
|
$1.75 Million
0.2% of portfolio
|
Q1 2025
Reduced 66.35%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
8,333
shares
|
$1.75 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
8,316
shares
|
$1.75 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
8,315
shares
|
$1.75 Million
0.8% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,313
shares
|
$1.75 Million
1.47% of portfolio
|
Q3 2024
Added 9.95%
|