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 |
|---|---|---|---|---|---|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
6,421
shares
|
$1.35 Million
0.43% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
6,419
shares
|
$1.35 Million
0.85% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
6,414
shares
|
$1.35 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
6,407
shares
|
$1.35 Million
0.34% of portfolio
|
Q4 2024
Reduced 80.14%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$1.34 Million
0.46% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
North Point Portfolio Managers Corp
|
Apr 22, 2025 Q1 2025 |
6,397
shares
|
$1.34 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
6,391
shares
|
$1.34 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
6,390
shares
|
$1.34 Million
11.9% of portfolio
|
Q4 2022
Reduced 92.94%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
6,380
shares
|
$1.34 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
6,377
shares
|
$1.34 Million
0.19% of portfolio
|
Q1 2025
Reduced 51.26%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,368
shares
|
$1.34 Million
1.16% of portfolio
|
Q2 2022
Reduced 13.57%
|
|
|
Light Street Capital Management, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
6,367
shares
|
$1.34 Million
0.42% of portfolio
|
Q1 2025
Reduced 87.95%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
6,363
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,362
shares
|
$1.34 Million
2.01% of portfolio
|
Q1 2025
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
6,358
shares
|
$1.34 Million
0.35% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,344
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
6,333
shares
|
$1.33 Million
0.85% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
6,325
shares
|
$1.33 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
6,324
shares
|
$1.33 Million
0.75% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,322
shares
|
$1.33 Million
0.6% of portfolio
|
Q1 2025
Reduced 34.5%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
6,295
shares
|
$1.32 Million
0.81% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
6,293
shares
|
$1.32 Million
0.79% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
6,263
shares
|
$1.32 Million
0.73% of portfolio
|
Q1 2025
Reduced 50.06%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
6,249
shares
|
$1.31 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
6,248
shares
|
$1.31 Million
0.34% of portfolio
|
Q1 2025
Reduced 44.48%
|