Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,377 institutions that hold shares in the stock, with a total of 9.11 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 |
|---|---|---|---|---|---|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,944
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
4,942
shares
|
$1.03 Million
0.75% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
4,937
shares
|
$1.03 Million
1.14% of portfolio
|
Q1 2025
Added 59.21%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
4,920
shares
|
$1.03 Million
1.66% of portfolio
|
Q1 2025
Added 20.15%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
4,907
shares
|
$1.02 Million
0.98% of portfolio
|
Q2 2025
Reduced 48.02%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
4,904
shares
|
$1.02 Million
0.33% of portfolio
|
Q1 2023
Added 2.59%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,893
shares
|
$1.02 Million
0.51% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Apr 16, 2025 Q1 2025 |
4,893
shares
|
$1.02 Million
1.22% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
4,890
shares
|
$1.02 Million
0.89% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
4,882
shares
|
$1.02 Million
0.84% of portfolio
|
Q1 2025
Added 181.22%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
4,880
shares
|
$1.02 Million
0.52% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
4,876
shares
|
$1.02 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,866
shares
|
$1.02 Million
0.61% of portfolio
|
Q1 2025
Added 135.98%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
4,864
shares
|
$1.01 Million
0.6% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
May 15, 2025 Q1 2025 |
4,860
shares
|
$1.01 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
4,858
shares
|
$1.01 Million
1.38% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
4,855
shares
|
$1.01 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
4,843
shares
|
$1.01 Million
0.66% of portfolio
|
Q1 2025
Added 36.12%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
4,838
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
4,832
shares
|
$1.01 Million
0.67% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
4,831
shares
|
$1.01 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
4,815
shares
|
$1 Million
0.99% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,809
shares
|
$1 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
4,800
shares
|
$1 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Reaves W H & CO Inc
|
May 09, 2025 Q1 2025 |
4,800
shares
|
$1 Million
0.03% of portfolio
|
Q3 2020
Added 300.0%
|