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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
3,407
shares
|
$710,768
0.61% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
3,401
shares
|
$709,516
0.51% of portfolio
|
Q1 2025
Added 278.31%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
May 14, 2025 Q1 2025 |
3,400
shares
|
$709,308
0.41% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
3,382
shares
|
$705,552
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
3,369
shares
|
$702,840
0.65% of portfolio
|
Q1 2023
Reduced 19.05%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
3,367
shares
|
$702,423
0.79% of portfolio
|
Q1 2025
Added 16.91%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
3,364
shares
|
$701,797
0.42% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
3,364
shares
|
$701,797
0.73% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
3,363
shares
|
$701,589
0.62% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
3,362
shares
|
$701,380
0.32% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jul 14, 2025 Q2 2025 |
3,362
shares
|
$701,380
0.37% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
3,353
shares
|
$699,502
0.61% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
3,351
shares
|
$699,085
0.32% of portfolio
|
Q1 2025
Added 15.23%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
3,347
shares
|
$698,251
0.64% of portfolio
|
Q1 2025
Reduced 31.16%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,338
shares
|
$696,373
0.52% of portfolio
|
Q4 2024
Reduced 42.4%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
3,317
shares
|
$691,992
0.67% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
3,316
shares
|
$691,783
0.02% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
3,311
shares
|
$690,740
1.06% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
3,309
shares
|
$690,323
0.38% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
3,309
shares
|
$690,323
0.28% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
3,302
shares
|
$688,863
0.32% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
3,296
shares
|
$687,611
0.41% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
3,296
shares
|
$687,611
0.36% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,293
shares
|
$686,985
0.33% of portfolio
|
Q1 2025
Added 185.11%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
3,290
shares
|
$686,359
0.63% of portfolio
|
Q1 2025
Reduced 18.24%
|