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 |
|---|---|---|---|---|---|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
2,351
shares
|
$496,390
0.14% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
2,351
shares
|
$496,390
0.39% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
2,320
shares
|
$489,844
0.42% of portfolio
|
Q1 2025
Reduced 36.66%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
2,318
shares
|
$489,422
0.38% of portfolio
|
Q1 2024
Added 31.56%
|
|
|
Jordan Park Trust CO LLC
Portsmouth, NH |
May 12, 2025 Q1 2025 |
2,317
shares
|
$489,211
0.49% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
2,315
shares
|
$488,789
0.33% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Green Alpha Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,310
shares
|
$487,733
0.65% of portfolio
|
Q1 2025
Reduced 52.02%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,308
shares
|
$487,311
0.61% of portfolio
|
Q1 2023
Reduced 70.98%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
2,293
shares
|
$484,144
0.48% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Black Point Wealth Management
Naples, FL |
Apr 14, 2025 Q1 2025 |
2,273
shares
|
$479,921
2.92% of portfolio
|
Q1 2025
Reduced 59.88%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
2,266
shares
|
$478,443
0.31% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
2,265
shares
|
$478,232
0.38% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
2,254
shares
|
$475,909
0.29% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,251
shares
|
$475,276
0.31% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,246
shares
|
$474,220
0.05% of portfolio
|
Q1 2025
Added 37333.33%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,239
shares
|
$472,742
0.39% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
2,238
shares
|
$472,531
0.37% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
2,215
shares
|
$467,675
0.13% of portfolio
|
Q1 2025
Added 63.47%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
2,203
shares
|
$465,141
0.39% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
2,201
shares
|
$464,719
0.33% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Apr 24, 2025 Q1 2025 |
2,188
shares
|
$461,974
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
2,186
shares
|
$461,552
0.31% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
True Wealth Financial Partners
|
May 15, 2025 Q1 2025 |
2,176
shares
|
$459,440
0.3% of portfolio
|
Q1 2025
Reduced 58.23%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
2,160
shares
|
$456,062
0.38% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
2,160
shares
|
$456,062
0.19% of portfolio
|
Q1 2025
Reduced 2.22%
|