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 |
|---|---|---|---|---|---|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
2,513
shares
|
$530,594
0.51% of portfolio
|
Q1 2025
Reduced 80.56%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
2,506
shares
|
$529,116
2.61% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
2,500
shares
|
$527,850
0.01% of portfolio
|
Q1 2025
Reduced 76.73%
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
2,494
shares
|
$526,583
0.35% of portfolio
|
Q2 2022
Added 18.76%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,493
shares
|
$526,372
0.56% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
2,489
shares
|
$525,527
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
2,488
shares
|
$525,316
0.22% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,480
shares
|
$523,627
0.2% of portfolio
|
Q2 2025
Added 67.57%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
2,471
shares
|
$521,726
0.16% of portfolio
|
Q1 2025
Reduced 78.64%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
2,465
shares
|
$520,460
0.32% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Mint Tower Capital Management B.V.
|
May 15, 2025 Q1 2025 |
2,450
shares
|
$517,292
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,443
shares
|
$515,815
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
2,421
shares
|
$511,169
0.39% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,400
shares
|
$506,735
0.32% of portfolio
|
Q1 2025
Added 118.18%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
May 15, 2025 Q1 2025 |
2,400
shares
|
$506,735
0.04% of portfolio
|
Q3 2023
Reduced 43.66%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
2,400
shares
|
$506,735
0.07% of portfolio
|
Q1 2025
Added 2300.0%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
2,387
shares
|
$503,991
0.18% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
2,385
shares
|
$503,568
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
2,371
shares
|
$500,612
0.47% of portfolio
|
Q1 2025
Added 19.63%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
2,368
shares
|
$499,979
0.32% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Apr 16, 2025 Q1 2025 |
2,365
shares
|
$499,346
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
2,362
shares
|
$498,712
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Weybosset Research & Management LLC
|
Jul 11, 2025 Q2 2025 |
2,358
shares
|
$497,868
0.18% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
2,357
shares
|
$497,656
1.09% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,353
shares
|
$496,812
0.34% of portfolio
|
Q4 2023
New holding
|