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 |
|---|---|---|---|---|---|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
7,059
shares
|
$1.48 Million
0.62% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
7,048
shares
|
$1.48 Million
0.49% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
7,010
shares
|
$1.47 Million
0.27% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
7,009
shares
|
$1.47 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,008
shares
|
$1.47 Million
0.79% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
7,007
shares
|
$1.47 Million
1.84% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
7,006
shares
|
$1.47 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,004
shares
|
$1.47 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
7,002
shares
|
$1.47 Million
0.63% of portfolio
|
Q1 2025
Reduced 97.34%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
7,000
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,000
shares
|
$1.47 Million
0.34% of portfolio
|
Q3 2023
Reduced 58.72%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
6,989
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,985
shares
|
$1.47 Million
1.22% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
6,980
shares
|
$1.47 Million
2.66% of portfolio
|
Q1 2025
Reduced 34.58%
|
|
|
Stone Run Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,980
shares
|
$1.47 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
6,934
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
6,918
shares
|
$1.45 Million
0.47% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
6,914
shares
|
$1.45 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
6,912
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2023
Reduced 5.15%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
6,872
shares
|
$1.44 Million
0.7% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
6,872
shares
|
$1.44 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,855
shares
|
$1.44 Million
1.98% of portfolio
|
Q1 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
6,855
shares
|
$1.44 Million
1.02% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
6,840
shares
|
$1.44 Million
0.6% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
6,839
shares
|
$1.44 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.4%
|