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 |
|---|---|---|---|---|---|
|
Refined Wealth Management
|
Apr 22, 2025 Q1 2025 |
2,969
shares
|
$619,392
0.54% of portfolio
|
Q1 2025
Reduced 76.67%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,969
shares
|
$619,392
0.31% of portfolio
|
Q1 2025
Reduced 90.16%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
2,957
shares
|
$616,889
0.25% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
2,952
shares
|
$615,846
0.7% of portfolio
|
Q1 2025
Reduced 21.95%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
2,945
shares
|
$614,385
0.42% of portfolio
|
Q1 2025
Reduced 26.19%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
2,942
shares
|
$613,760
0.52% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
2,938
shares
|
$612,925
0.04% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
2,937
shares
|
$612,716
0.56% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
2,923
shares
|
$609,796
0.16% of portfolio
|
Q2 2025
Added 60.08%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
2,923
shares
|
$609,796
0.67% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
2,916
shares
|
$608,335
0.51% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
American Asset Management Inc.
|
May 07, 2025 Q1 2025 |
2,910
shares
|
$607,084
3.4% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
2,906
shares
|
$606,249
0.39% of portfolio
|
Q1 2025
Added 5830.61%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
2,901
shares
|
$605,206
0.61% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
2,885
shares
|
$601,868
0.02% of portfolio
|
Q1 2025
Reduced 96.09%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
2,874
shares
|
$599,573
0.47% of portfolio
|
Q4 2024
Added 16.59%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
2,872
shares
|
$599,156
0.28% of portfolio
|
Q1 2025
Added 83.87%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
2,871
shares
|
$598,948
0.51% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
2,860
shares
|
$596,653
0.31% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
2,858
shares
|
$596,235
0.3% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
2,856
shares
|
$595,818
0.59% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,834
shares
|
$591,229
2.54% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
2,830
shares
|
$590,394
0.53% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
2,830
shares
|
$590,394
0.52% of portfolio
|
Q1 2025
Added 601.91%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
2,829
shares
|
$590,185
0.54% of portfolio
|
Q1 2025
Reduced 12.36%
|