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 |
|---|---|---|---|---|---|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
4,317
shares
|
$900,612
0.96% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
4,300
shares
|
$897,066
0.67% of portfolio
|
Q3 2023
Reduced 2.49%
|
|
|
Rd Finance LTD
Limassol, G4 |
May 08, 2025 Q1 2025 |
4,300
shares
|
$897,066
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,283
shares
|
$893,519
0.43% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
4,277
shares
|
$892,267
0.46% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
4,261
shares
|
$888,929
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
4,259
shares
|
$888,512
2.27% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
4,256
shares
|
$887,886
0.55% of portfolio
|
Q4 2021
New holding
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
May 08, 2025 Q1 2025 |
4,251
shares
|
$886,843
0.68% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
4,243
shares
|
$885,174
0.57% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
4,240
shares
|
$884,548
0.7% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
4,237
shares
|
$883,922
0.59% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
4,224
shares
|
$881,210
0.54% of portfolio
|
Q1 2025
Added 275.8%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
4,219
shares
|
$880,167
0.54% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
4,217
shares
|
$879,750
0.27% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
4,215
shares
|
$879,333
0.64% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
4,211
shares
|
$878,498
0.63% of portfolio
|
Q1 2025
Added 28.35%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
4,192
shares
|
$874,535
0.45% of portfolio
|
Q1 2025
Reduced 38.94%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
4,182
shares
|
$872,448
0.62% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
4,154
shares
|
$866,607
0.65% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,148
shares
|
$865,355
0.53% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
4,147
shares
|
$865,147
0.83% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
4,140
shares
|
$863,686
0.15% of portfolio
|
Q3 2024
Reduced 67.27%
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
4,122
shares
|
$859,931
0.81% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
4,103
shares
|
$855,967
0.16% of portfolio
|
Q1 2025
Reduced 96.24%
|