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 |
|---|---|---|---|---|---|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
7,303
shares
|
$1.53 Million
1.11% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
7,260
shares
|
$1.52 Million
0.79% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
7,243
shares
|
$1.52 Million
1.52% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,232
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7,219
shares
|
$1.52 Million
0.61% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
7,187
shares
|
$1.51 Million
1.34% of portfolio
|
Q2 2025
Added 192.04%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,184
shares
|
$1.51 Million
1.58% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,182
shares
|
$1.51 Million
1.15% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,182
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,178
shares
|
$1.51 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
7,172
shares
|
$1.51 Million
1.04% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
7,172
shares
|
$1.51 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,165
shares
|
$1.5 Million
0.56% of portfolio
|
Q2 2025
Reduced 32.41%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
7,164
shares
|
$1.5 Million
0.92% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
7,157
shares
|
$1.5 Million
1.23% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
7,154
shares
|
$1.5 Million
0.54% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
7,150
shares
|
$1.5 Million
0.87% of portfolio
|
Q1 2025
Added 39.84%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
7,137
shares
|
$1.5 Million
1.22% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
7,130
shares
|
$1.5 Million
0.57% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
7,116
shares
|
$1.49 Million
0.56% of portfolio
|
Q1 2025
Added 53.2%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
7,107
shares
|
$1.49 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,101
shares
|
$1.49 Million
0.53% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jul 14, 2025 Q2 2025 |
7,100
shares
|
$1.49 Million
0.56% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
7,091
shares
|
$1.49 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
7,060
shares
|
$1.48 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.47%
|