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 |
|---|---|---|---|---|---|
|
Dcf Advisers, LLC
Greenwich, CT |
May 08, 2025 Q1 2025 |
8,000
shares
|
$1.68 Million
0.91% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Miura Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,000
shares
|
$1.68 Million
2.7% of portfolio
|
Q1 2025
Reduced 46.67%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,000
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
7,979
shares
|
$1.68 Million
0.6% of portfolio
|
Q2 2025
Reduced 22.71%
|
|
|
Bw Gestao De Investimentos Ltda.
|
May 15, 2025 Q1 2025 |
7,966
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
7,958
shares
|
$1.67 Million
1.25% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
7,956
shares
|
$1.67 Million
0.44% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
7,954
shares
|
$1.67 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
7,902
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
7,901
shares
|
$1.66 Million
1.07% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Capital Management Associates
New York, NY |
May 08, 2025 Q1 2025 |
7,900
shares
|
$1.66 Million
3.96% of portfolio
|
Q1 2025
Reduced 47.17%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
7,891
shares
|
$1.66 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
7,889
shares
|
$1.66 Million
0.84% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
May 19, 2025 Q1 2025 |
7,884
shares
|
$1.66 Million
22.93% of portfolio
|
Q1 2025
Reduced 72.37%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,875
shares
|
$1.65 Million
2.36% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
7,856
shares
|
$1.65 Million
1.15% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
7,851
shares
|
$1.65 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
May 08, 2025 Q1 2025 |
7,835
shares
|
$1.65 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
7,832
shares
|
$1.64 Million
1.23% of portfolio
|
Q2 2024
New holding
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
7,827
shares
|
$1.64 Million
0.67% of portfolio
|
Q1 2022
Reduced 0.57%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
7,827
shares
|
$1.64 Million
1.75% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
7,824
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
7,818
shares
|
$1.64 Million
1.41% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,811
shares
|
$1.64 Million
0.55% of portfolio
|
Q2 2025
Reduced 73.02%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
7,798
shares
|
$1.64 Million
0.84% of portfolio
|
Q2 2025
Reduced 2.85%
|