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 |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,851
shares
|
$1.23 Million
0.57% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
5,850
shares
|
$1.23 Million
0.46% of portfolio
|
Q1 2025
Added 74.99%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
5,846
shares
|
$1.23 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
5,844
shares
|
$1.23 Million
1.37% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
5,831
shares
|
$1.22 Million
0.71% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
5,802
shares
|
$1.22 Million
0.64% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
5,775
shares
|
$1.21 Million
0.72% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
5,771
shares
|
$1.21 Million
0.64% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,767
shares
|
$1.21 Million
2.12% of portfolio
|
Q3 2023
Reduced 9.34%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
5,767
shares
|
$1.21 Million
0.37% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
5,762
shares
|
$1.21 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
5,761
shares
|
$1.21 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
5,756
shares
|
$1.21 Million
0.37% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
5,754
shares
|
$1.21 Million
1.08% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
5,744
shares
|
$1.21 Million
0.89% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
5,744
shares
|
$1.21 Million
0.68% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,736
shares
|
$1.2 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
5,736
shares
|
$1.2 Million
0.42% of portfolio
|
Q2 2025
Added 16.02%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
5,715
shares
|
$1.2 Million
0.27% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
5,715
shares
|
$1.2 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
5,707
shares
|
$1.2 Million
1.63% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
5,700
shares
|
$1.2 Million
2.67% of portfolio
|
Q3 2022
Reduced 17.39%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
5,694
shares
|
$1.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
5,692
shares
|
$1.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 94.93%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
5,689
shares
|
$1.19 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.74%
|