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 |
|---|---|---|---|---|---|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
6,248
shares
|
$1.31 Million
1.09% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,245
shares
|
$1.31 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
6,244
shares
|
$1.31 Million
0.74% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
6,227
shares
|
$1.31 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,225
shares
|
$1.31 Million
0.35% of portfolio
|
Q1 2025
Reduced 72.7%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
6,222
shares
|
$1.31 Million
1.19% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
6,218
shares
|
$1.31 Million
1.83% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
6,215
shares
|
$1.31 Million
0.59% of portfolio
|
Q1 2025
Reduced 26.93%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
6,211
shares
|
$1.3 Million
2.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,207
shares
|
$1.3 Million
0.82% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
6,202
shares
|
$1.3 Million
0.85% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Infusive Asset Management Inc.
New York, NY |
May 15, 2025 Q1 2025 |
6,200
shares
|
$1.3 Million
0.64% of portfolio
|
Q1 2025
Reduced 67.4%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
6,198
shares
|
$1.3 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
6,193
shares
|
$1.3 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
6,191
shares
|
$1.3 Million
0.41% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
6,182
shares
|
$1.3 Million
0.41% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
6,170
shares
|
$1.3 Million
0.37% of portfolio
|
Q1 2025
Reduced 38.86%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
6,170
shares
|
$1.3 Million
1.09% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
6,163
shares
|
$1.29 Million
5.18% of portfolio
|
Q1 2025
Reduced 94.09%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
6,158
shares
|
$1.29 Million
0.71% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
6,149
shares
|
$1.29 Million
0.93% of portfolio
|
Q1 2025
Added 75.59%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
6,136
shares
|
$1.29 Million
1.46% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
6,127
shares
|
$1.29 Million
0.59% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
6,120
shares
|
$1.29 Million
1.51% of portfolio
|
Q1 2025
Added 79.58%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,116
shares
|
$1.28 Million
2.74% of portfolio
|
Q1 2025
Reduced 55.73%
|