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 |
---|---|---|---|---|---|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
2,654
shares
|
$560,365
0.46% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
2,651
shares
|
$559,732
0.41% of portfolio
|
Q4 2024
Added 1.03%
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
2,643
shares
|
$558,043
0.28% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
2,641
shares
|
$557,620
0.36% of portfolio
|
Q2 2025
Added 112.81%
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
2,640
shares
|
$557,409
0.11% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
2,640
shares
|
$557,409
0.13% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
Avalon Advisory Group
Wexford, PA |
Jul 14, 2025 Q2 2025 |
2,628
shares
|
$554,875
0.23% of portfolio
|
Q2 2025
Added 0.23%
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,612
shares
|
$551,497
0.92% of portfolio
|
Q1 2025
Added 0.15%
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
2,610
shares
|
$551,075
0.03% of portfolio
|
Q1 2025
Added 46.88%
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
2,610
shares
|
$551,075
0.35% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
2,608
shares
|
$550,653
0.17% of portfolio
|
Q1 2025
Added 13.99%
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
2,607
shares
|
$550,441
0.25% of portfolio
|
Q4 2024
Added 10.51%
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
2,605
shares
|
$550,019
6.35% of portfolio
|
Q4 2023
New holding
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
2,602
shares
|
$549,386
0.5% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
2,599
shares
|
$548,752
0.4% of portfolio
|
Q1 2025
Added 59.15%
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
2,580
shares
|
$544,741
0.21% of portfolio
|
Q2 2025
Added 47.94%
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
2,573
shares
|
$543,263
0.35% of portfolio
|
Q2 2025
Added 11.1%
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
2,568
shares
|
$542,207
0.49% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
2,566
shares
|
$541,785
0.43% of portfolio
|
Q1 2024
Added 4.06%
|
|
Beddow Capital Management Inc
|
May 09, 2025 Q1 2025 |
2,550
shares
|
$538,407
0.21% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
2,542
shares
|
$536,717
0.19% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
2,536
shares
|
$535,451
0.41% of portfolio
|
Q1 2025
Added 0.04%
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
2,535
shares
|
$535,239
0.4% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,516
shares
|
$531,228
0.32% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
2,513
shares
|
$530,594
0.38% of portfolio
|
Q4 2024
Reduced 6.27%
|