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 |
|---|---|---|---|---|---|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
6,613
shares
|
$1.39 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
6,604
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
6,601
shares
|
$1.39 Million
1.61% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
6,600
shares
|
$1.39 Million
0.25% of portfolio
|
Q1 2025
Reduced 69.3%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
6,581
shares
|
$1.38 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
6,581
shares
|
$1.38 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
6,574
shares
|
$1.38 Million
0.35% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
6,567
shares
|
$1.38 Million
1.12% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
6,557
shares
|
$1.38 Million
0.12% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
May 13, 2025 Q1 2025 |
6,548
shares
|
$1.38 Million
1.18% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
6,546
shares
|
$1.37 Million
4.19% of portfolio
|
Q1 2025
Reduced 15.44%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
6,537
shares
|
$1.37 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
6,537
shares
|
$1.37 Million
1.05% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
6,535
shares
|
$1.37 Million
1.63% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
6,528
shares
|
$1.37 Million
1.67% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
6,527
shares
|
$1.37 Million
0.29% of portfolio
|
Q3 2021
Added 2.77%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
6,507
shares
|
$1.37 Million
0.79% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Bck Capital Management LP
Stamford, CT |
May 08, 2025 Q1 2025 |
6,500
shares
|
$1.37 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
6,485
shares
|
$1.36 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
6,476
shares
|
$1.36 Million
0.29% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,467
shares
|
$1.36 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
6,453
shares
|
$1.36 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
6,433
shares
|
$1.35 Million
0.33% of portfolio
|
Q4 2022
Added 2.05%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
6,433
shares
|
$1.35 Million
1.13% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
6,423
shares
|
$1.35 Million
0.89% of portfolio
|
Q1 2025
Added 21.67%
|