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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3,149
shares
|
$656,944
0.56% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
3,137
shares
|
$654,440
0.47% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Clark Estates Inc
New York, NY |
May 08, 2025 Q1 2025 |
3,111
shares
|
$649,016
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Thornburg Investment Management Inc
|
May 07, 2025 Q1 2025 |
3,103
shares
|
$647,347
0.01% of portfolio
|
Q1 2025
Reduced 26.95%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
3,102
shares
|
$647,139
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
3,095
shares
|
$645,678
0.45% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
3,093
shares
|
$645,261
0.3% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,074
shares
|
$641,297
0.72% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
3,071
shares
|
$640,672
0.51% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
3,065
shares
|
$639,420
0.59% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
3,057
shares
|
$637,751
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
3,056
shares
|
$637,542
0.08% of portfolio
|
Q4 2024
Added 27.71%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
3,054
shares
|
$637,125
0.76% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
3,042
shares
|
$634,622
0.23% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
3,018
shares
|
$629,615
0.33% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
3,006
shares
|
$627,111
0.78% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
3,000
shares
|
$625,860
0.25% of portfolio
|
Q3 2022
Reduced 28.57%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
May 12, 2025 Q1 2025 |
3,000
shares
|
$625,860
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
2,996
shares
|
$625,025
1.41% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
2,995
shares
|
$624,816
0.27% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2,994
shares
|
$624,608
0.72% of portfolio
|
Q1 2025
Added 175.18%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
2,985
shares
|
$622,730
0.27% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
2,977
shares
|
$621,061
0.57% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
2,975
shares
|
$620,644
0.43% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,969
shares
|
$619,392
0.35% of portfolio
|
Q1 2025
Added 2.17%
|