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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
3,924
shares
|
$818,624
0.3% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
3,924
shares
|
$818,624
1.13% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
3,900
shares
|
$813,618
0.33% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
3,893
shares
|
$812,157
0.57% of portfolio
|
Q1 2025
Reduced 43.48%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
3,878
shares
|
$809,028
0.85% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
3,868
shares
|
$806,942
0.55% of portfolio
|
Q1 2025
Reduced 54.27%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
3,852
shares
|
$803,604
0.53% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,841
shares
|
$801,309
0.13% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
3,832
shares
|
$799,431
0.41% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
3,822
shares
|
$797,345
0.32% of portfolio
|
Q1 2025
Reduced 19.71%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,793
shares
|
$791,295
0.07% of portfolio
|
Q1 2025
Reduced 58.43%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
3,790
shares
|
$790,669
1.08% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
3,775
shares
|
$787,540
1.3% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Cmc Financial Group
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,775
shares
|
$787,540
2.85% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,775
shares
|
$787,540
0.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
3,775
shares
|
$787,540
0.69% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
3,770
shares
|
$786,497
0.58% of portfolio
|
Q1 2025
Added 109.68%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
3,762
shares
|
$784,828
0.4% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
3,749
shares
|
$782,116
0.4% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,742
shares
|
$780,656
0.11% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
3,741
shares
|
$780,447
0.48% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
3,738
shares
|
$779,821
0.5% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
3,720
shares
|
$776,066
0.57% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
May 07, 2025 Q1 2025 |
3,707
shares
|
$773,354
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,697
shares
|
$771,268
0.34% of portfolio
|
Q1 2025
Reduced 1.36%
|