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 |
|---|---|---|---|---|---|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
3,673
shares
|
$766,261
0.6% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
3,668
shares
|
$765,218
0.64% of portfolio
|
Q4 2023
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,657
shares
|
$762,923
0.45% of portfolio
|
Q2 2025
Reduced 31.39%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Apr 25, 2025 Q1 2025 |
3,651
shares
|
$761,671
0.66% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
3,631
shares
|
$757,499
0.44% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
3,616
shares
|
$754,369
0.48% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
3,609
shares
|
$752,909
0.29% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
3,607
shares
|
$752,492
0.58% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Loup Funds, LLC
Minneapolis, MN |
May 13, 2025 Q1 2025 |
3,605
shares
|
$752,075
0.34% of portfolio
|
Q1 2025
Reduced 52.9%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,598
shares
|
$750,614
0.18% of portfolio
|
Q3 2023
Reduced 10.59%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
3,591
shares
|
$749,154
0.51% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
3,585
shares
|
$747,902
0.31% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
3,576
shares
|
$746,025
0.34% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,574
shares
|
$745,607
0.43% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
3,557
shares
|
$742,061
0.71% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
3,542
shares
|
$738,932
0.44% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
3,526
shares
|
$735,594
0.45% of portfolio
|
Q1 2025
Reduced 60.18%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,517
shares
|
$733,716
0.82% of portfolio
|
Q2 2022
Reduced 32.8%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
3,517
shares
|
$733,716
0.53% of portfolio
|
Q2 2025
Added 71.39%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,513
shares
|
$732,882
0.28% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,501
shares
|
$730,378
0.2% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Hoya Capital Real Estate, LLC
|
May 02, 2025 Q1 2025 |
3,500
shares
|
$730,170
15.19% of portfolio
|
Q4 2021
New holding
|
|
|
Phraction Management LLC
Stamford, CT |
Apr 28, 2025 Q1 2025 |
3,500
shares
|
$730,170
0.29% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,500
shares
|
$730,170
0.06% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
3,500
shares
|
$730,170
0.49% of portfolio
|
Q1 2024
Reduced 3.42%
|