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 |
|---|---|---|---|---|---|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
4,619
shares
|
$963,615
0.89% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
4,616
shares
|
$962,989
0.42% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
4,612
shares
|
$962,155
3.13% of portfolio
|
Q1 2025
Reduced 30.25%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
4,608
shares
|
$961,320
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
4,589
shares
|
$957,357
0.33% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
4,585
shares
|
$956,522
0.6% of portfolio
|
Q1 2025
Added 67.89%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,555
shares
|
$950,264
2.75% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
4,543
shares
|
$947,760
0.7% of portfolio
|
Q2 2025
Added 41.09%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
May 15, 2025 Q1 2025 |
4,536
shares
|
$946,300
18.85% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
4,511
shares
|
$941,084
0.92% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
4,504
shares
|
$939,624
0.14% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
4,489
shares
|
$936,495
0.81% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
4,463
shares
|
$931,071
0.64% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
4,455
shares
|
$929,402
0.99% of portfolio
|
Q3 2022
Added 53.78%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
4,443
shares
|
$926,898
1.14% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
4,435
shares
|
$925,229
0.05% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
4,425
shares
|
$923,143
0.29% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
May 15, 2025 Q1 2025 |
4,417
shares
|
$921,474
0.59% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
4,413
shares
|
$920,640
0.55% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,409
shares
|
$919,805
0.87% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
4,384
shares
|
$914,590
0.44% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
4,376
shares
|
$912,921
0.0% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
4,374
shares
|
$912,503
0.59% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
4,367
shares
|
$911,043
0.63% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,319
shares
|
$901,029
0.35% of portfolio
|
Q2 2025
Reduced 1.14%
|