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 |
|---|---|---|---|---|---|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
2,156
shares
|
$455,217
0.31% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
2,155
shares
|
$455,006
0.41% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
2,152
shares
|
$454,373
0.38% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
2,141
shares
|
$452,050
0.24% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
2,141
shares
|
$452,050
0.04% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
2,134
shares
|
$450,572
0.22% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,129
shares
|
$449,517
1.0% of portfolio
|
Q2 2023
Added 6.4%
|
|
|
Beacon Capital Management, Inc.
|
May 21, 2025 Q1 2025 |
2,128
shares
|
$449,305
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
2,128
shares
|
$449,305
0.29% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
2,124
shares
|
$448,461
0.5% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
May 12, 2025 Q1 2025 |
2,118
shares
|
$447,194
0.34% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Nfc Investments, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
2,100
shares
|
$443,394
0.15% of portfolio
|
Q3 2024
Reduced 33.35%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$443,394
0.51% of portfolio
|
Q3 2024
Added 31.25%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,096
shares
|
$442,549
0.44% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
2,077
shares
|
$438,537
0.12% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
2,076
shares
|
$438,326
0.37% of portfolio
|
Q1 2025
Added 18.97%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
2,049
shares
|
$432,625
0.4% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
2,031
shares
|
$428,825
0.2% of portfolio
|
Q4 2024
Added 96.99%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
2,028
shares
|
$428,191
0.22% of portfolio
|
Q1 2025
Added 54.69%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
2,023
shares
|
$427,136
0.25% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,010
shares
|
$424,391
0.26% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
2,003
shares
|
$422,913
0.45% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$422,280
0.18% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
2,000
shares
|
$422,280
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,000
shares
|
$422,280
4.05% of portfolio
|
Q3 2020
New holding
|