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 |
|---|---|---|---|---|---|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,337
shares
|
$1.11 Million
0.47% of portfolio
|
Q2 2025
Added 18.68%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
5,333
shares
|
$1.11 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,330
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
5,327
shares
|
$1.11 Million
0.56% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
5,298
shares
|
$1.11 Million
0.79% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
5,289
shares
|
$1.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
5,282
shares
|
$1.1 Million
1.06% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,279
shares
|
$1.1 Million
0.4% of portfolio
|
Q4 2023
Reduced 5.29%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
5,270
shares
|
$1.1 Million
0.61% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
5,249
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
5,248
shares
|
$1.09 Million
1.11% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
5,243
shares
|
$1.09 Million
0.69% of portfolio
|
Q1 2025
Added 36.01%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
5,237
shares
|
$1.09 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
5,233
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
5,205
shares
|
$1.09 Million
1.52% of portfolio
|
Q1 2025
Reduced 79.69%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
5,203
shares
|
$1.09 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
5,195
shares
|
$1.08 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
5,194
shares
|
$1.08 Million
0.41% of portfolio
|
Q4 2024
Added 24.62%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
5,187
shares
|
$1.08 Million
1.36% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
5,185
shares
|
$1.08 Million
22.41% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
5,179
shares
|
$1.08 Million
0.76% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,166
shares
|
$1.08 Million
0.91% of portfolio
|
Q2 2024
Added 14.75%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
5,154
shares
|
$1.08 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
5,140
shares
|
$1.07 Million
0.6% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
May 14, 2025 Q1 2025 |
5,134
shares
|
$1.07 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.87%
|