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 |
|---|---|---|---|---|---|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
5,129
shares
|
$1.07 Million
0.83% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Hunter Perkins Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,111
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
5,108
shares
|
$1.07 Million
0.4% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
5,087
shares
|
$1.06 Million
0.65% of portfolio
|
Q1 2025
Reduced 53.59%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
5,079
shares
|
$1.06 Million
0.56% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
5,067
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2023
Reduced 13.64%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,055
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2024
Added 30.38%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
5,053
shares
|
$1.05 Million
0.64% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Privium Fund Management (Uk) LTD
|
May 08, 2025 Q1 2025 |
5,050
shares
|
$1.05 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
5,043
shares
|
$1.05 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
5,041
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Reduced 28.48%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
5,039
shares
|
$1.05 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
5,025
shares
|
$1.05 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
5,005
shares
|
$1.04 Million
1.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Union Square Park Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$1.04 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
4,997
shares
|
$1.04 Million
0.92% of portfolio
|
Q1 2025
Reduced 18.36%
|
|
|
Lane Generational LLC
|
May 06, 2025 Q1 2025 |
4,987
shares
|
$1.04 Million
1.32% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
4,981
shares
|
$1.04 Million
0.84% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
4,977
shares
|
$1.04 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
4,975
shares
|
$1.04 Million
0.77% of portfolio
|
Q1 2025
Added 20.64%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
4,965
shares
|
$1.04 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
4,957
shares
|
$1.03 Million
0.46% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
4,952
shares
|
$1.03 Million
3.78% of portfolio
|
Q1 2025
Added 88.65%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,951
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2024
Reduced 58.67%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
4,950
shares
|
$1.03 Million
0.35% of portfolio
|
Q2 2025
Reduced 27.27%
|