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 |
|---|---|---|---|---|---|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
7,558
shares
|
$1.59 Million
0.31% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
7,500
shares
|
$1.58 Million
1.64% of portfolio
|
Q1 2023
Added 25.0%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
7,497
shares
|
$1.57 Million
1.53% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,466
shares
|
$1.57 Million
19.79% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
7,459
shares
|
$1.57 Million
0.52% of portfolio
|
Q1 2025
Added 87.27%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
7,449
shares
|
$1.56 Million
1.67% of portfolio
|
Q2 2025
Added 145.44%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
7,447
shares
|
$1.56 Million
0.72% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
7,446
shares
|
$1.56 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
7,432
shares
|
$1.56 Million
0.42% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,415
shares
|
$1.56 Million
1.85% of portfolio
|
Q1 2024
Added 5.25%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,415
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.73%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
7,400
shares
|
$1.55 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
7,397
shares
|
$1.55 Million
0.9% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
7,396
shares
|
$1.55 Million
1.12% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
7,386
shares
|
$1.55 Million
0.47% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
7,382
shares
|
$1.55 Million
0.37% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
7,362
shares
|
$1.55 Million
0.51% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
7,353
shares
|
$1.54 Million
0.15% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
7,349
shares
|
$1.54 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
7,348
shares
|
$1.54 Million
0.66% of portfolio
|
Q1 2025
Reduced 61.41%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
7,344
shares
|
$1.54 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
7,342
shares
|
$1.54 Million
0.74% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
7,323
shares
|
$1.54 Million
1.09% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
7,310
shares
|
$1.54 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
7,305
shares
|
$1.53 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.22%
|