Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,380 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 $1.9 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
5,650
shares
|
$1.18 Million
0.91% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
5,643
shares
|
$1.18 Million
0.65% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
5,634
shares
|
$1.18 Million
0.51% of portfolio
|
Q1 2025
Added 191.46%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
5,629
shares
|
$1.17 Million
2.28% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
5,628
shares
|
$1.17 Million
0.71% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,617
shares
|
$1.17 Million
1.11% of portfolio
|
Q2 2025
Reduced 25.99%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,607
shares
|
$1.17 Million
0.66% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Viewpoint Investment Partners Corp
|
Apr 16, 2025 Q1 2025 |
5,596
shares
|
$1.17 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,596
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
5,591
shares
|
$1.17 Million
1.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
5,587
shares
|
$1.17 Million
0.45% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Galibier Capital Management Ltd.
|
Apr 30, 2025 Q1 2025 |
5,573
shares
|
$1.16 Million
0.43% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
5,573
shares
|
$1.16 Million
0.2% of portfolio
|
Q1 2025
Reduced 54.87%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
5,571
shares
|
$1.16 Million
1.53% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
5,571
shares
|
$1.16 Million
0.48% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
5,567
shares
|
$1.16 Million
0.75% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
5,561
shares
|
$1.16 Million
0.63% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,552
shares
|
$1.16 Million
0.73% of portfolio
|
Q2 2023
Reduced 7.45%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Apr 24, 2025 Q1 2025 |
5,550
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Capital Investments, LLC
|
May 15, 2025 Q1 2025 |
5,540
shares
|
$1.16 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
5,537
shares
|
$1.16 Million
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
May 08, 2025 Q1 2025 |
5,536
shares
|
$1.15 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
5,525
shares
|
$1.15 Million
1.23% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
5,505
shares
|
$1.15 Million
0.98% of portfolio
|
Q1 2025
Reduced 16.21%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
May 13, 2025 Q1 2025 |
5,500
shares
|
$1.15 Million
1.39% of portfolio
|
Q1 2025
New holding
|