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 |
|---|---|---|---|---|---|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,500
shares
|
$1.15 Million
1.03% of portfolio
|
Q2 2023
Added 4.96%
|
|
|
First Washington Corp
Seattle, WA |
May 14, 2025 Q1 2025 |
5,499
shares
|
$1.15 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
5,489
shares
|
$1.15 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,489
shares
|
$1.15 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
5,488
shares
|
$1.14 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
5,487
shares
|
$1.14 Million
1.45% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
5,469
shares
|
$1.14 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
5,456
shares
|
$1.14 Million
0.5% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
5,449
shares
|
$1.14 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
5,404
shares
|
$1.13 Million
0.61% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
5,393
shares
|
$1.13 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
5,393
shares
|
$1.13 Million
0.57% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
5,384
shares
|
$1.12 Million
1.19% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
5,383
shares
|
$1.12 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
5,374
shares
|
$1.12 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
5,371
shares
|
$1.12 Million
0.89% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
5,366
shares
|
$1.12 Million
0.47% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
5,362
shares
|
$1.12 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
5,356
shares
|
$1.12 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
5,351
shares
|
$1.12 Million
0.62% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Game Creek Capital, LP
Boston, MA |
May 15, 2025 Q1 2025 |
5,350
shares
|
$1.12 Million
0.61% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
5,349
shares
|
$1.12 Million
1.07% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
5,347
shares
|
$1.12 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
5,346
shares
|
$1.12 Million
0.95% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
5,339
shares
|
$1.11 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.87%
|