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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
7,792
shares
|
$1.64 Million
1.68% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
7,776
shares
|
$1.63 Million
1.59% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
7,769
shares
|
$1.63 Million
1.09% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
7,753
shares
|
$1.63 Million
1.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
7,746
shares
|
$1.63 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
7,746
shares
|
$1.63 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
7,746
shares
|
$1.63 Million
1.05% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Jul 17, 2025 Q2 2025 |
7,736
shares
|
$1.62 Million
1.41% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
7,725
shares
|
$1.62 Million
0.66% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
7,719
shares
|
$1.62 Million
1.02% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,700
shares
|
$1.62 Million
1.41% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,696
shares
|
$1.62 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,671
shares
|
$1.61 Million
0.48% of portfolio
|
Q1 2024
Added 14.99%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
7,671
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,670
shares
|
$1.61 Million
0.33% of portfolio
|
Q1 2025
Reduced 33.68%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
7,656
shares
|
$1.61 Million
0.68% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,626
shares
|
$1.6 Million
0.91% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
7,614
shares
|
$1.6 Million
2.28% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,611
shares
|
$1.6 Million
1.25% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
7,609
shares
|
$1.6 Million
3.57% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
7,605
shares
|
$1.6 Million
0.83% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
7,581
shares
|
$1.59 Million
0.19% of portfolio
|
Q1 2025
Added 7.56%
|