Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,373 institutions that hold shares in the stock, with a total of 9.17 Billion shares, which have been reported (via 13F filing form) to have a value of $1.94 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
2,826
shares
|
$596,681
0.27% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,820
shares
|
$595,414
3.06% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,818
shares
|
$594,992
0.59% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
2,810
shares
|
$593,303
0.13% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
2,779
shares
|
$586,758
0.19% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
2,768
shares
|
$584,435
0.88% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,768
shares
|
$584,435
0.82% of portfolio
|
Q3 2023
Added 2.29%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
2,759
shares
|
$582,535
0.56% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
2,750
shares
|
$580,635
0.28% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,744
shares
|
$579,368
0.11% of portfolio
|
Q1 2025
Reduced 29.62%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
2,742
shares
|
$578,945
0.12% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,737
shares
|
$577,890
0.84% of portfolio
|
Q1 2024
Reduced 15.81%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
2,729
shares
|
$576,201
0.52% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
2,711
shares
|
$572,400
0.51% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
2,709
shares
|
$571,978
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
2,707
shares
|
$571,555
0.34% of portfolio
|
Q3 2022
Reduced 5.97%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
2,706
shares
|
$571,344
0.12% of portfolio
|
Q1 2025
Added 22.94%
|
|
|
Gruss & Co., LLC
|
May 08, 2025 Q1 2025 |
2,700
shares
|
$570,078
2.62% of portfolio
|
Q1 2025
Reduced 42.55%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
2,700
shares
|
$570,078
0.68% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
2,695
shares
|
$569,022
0.22% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
2,694
shares
|
$568,811
0.27% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2,687
shares
|
$567,333
0.64% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
2,680
shares
|
$565,855
0.15% of portfolio
|
Q1 2025
Added 38.57%
|
|
|
Rbo & CO LLC
St Helena, CA |
May 14, 2025 Q1 2025 |
2,669
shares
|
$563,532
0.11% of portfolio
|
Q1 2025
Reduced 96.22%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
2,658
shares
|
$561,210
0.49% of portfolio
|
Q1 2025
Reduced 1.12%
|