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 |
|---|---|---|---|---|---|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
8,267
shares
|
$1.74 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
8,262
shares
|
$1.74 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
8,244
shares
|
$1.73 Million
0.78% of portfolio
|
Q2 2025
Added 787.41%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
8,242
shares
|
$1.73 Million
0.81% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
8,240
shares
|
$1.73 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
8,238
shares
|
$1.73 Million
1.21% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
8,219
shares
|
$1.73 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
8,207
shares
|
$1.72 Million
2.08% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
8,204
shares
|
$1.72 Million
1.7% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
8,197
shares
|
$1.72 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
8,161
shares
|
$1.71 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
8,159
shares
|
$1.71 Million
0.65% of portfolio
|
Q1 2025
Reduced 16.32%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
8,157
shares
|
$1.71 Million
0.68% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
8,154
shares
|
$1.71 Million
0.84% of portfolio
|
Q2 2025
Added 26.6%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
8,131
shares
|
$1.71 Million
1.79% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
8,128
shares
|
$1.71 Million
1.6% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,120
shares
|
$1.71 Million
2.51% of portfolio
|
Q3 2024
Added 293.98%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,118
shares
|
$1.7 Million
0.79% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
8,115
shares
|
$1.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
8,096
shares
|
$1.7 Million
0.99% of portfolio
|
Q1 2024
Reduced 22.95%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
8,086
shares
|
$1.7 Million
0.98% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
8,075
shares
|
$1.7 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
8,059
shares
|
$1.69 Million
1.13% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Gunderson Capital Management Inc.
|
Apr 09, 2025 Q1 2025 |
8,058
shares
|
$1.69 Million
1.18% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
8,049
shares
|
$1.69 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.13%
|