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 |
|---|---|---|---|---|---|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
1,739
shares
|
$367,172
0.17% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
1,734
shares
|
$366,116
6.89% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
1,715
shares
|
$362,105
0.16% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
1,708
shares
|
$360,627
0.24% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 14, 2025 Q4 2024 |
1,708
shares
|
$360,627
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
1,706
shares
|
$360,204
0.26% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
1,704
shares
|
$359,782
0.16% of portfolio
|
Q3 2020
Added 257.98%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
1,701
shares
|
$359,149
0.22% of portfolio
|
Q1 2025
Reduced 37.39%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,700
shares
|
$358,938
0.59% of portfolio
|
Q4 2022
New holding
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
1,686
shares
|
$355,982
0.4% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
1,677
shares
|
$354,081
0.35% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,675
shares
|
$353,659
0.23% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
1,666
shares
|
$351,759
0.16% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
1,664
shares
|
$351,336
0.14% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
1,662
shares
|
$350,914
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,657
shares
|
$349,858
0.28% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,652
shares
|
$348,803
0.26% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
1,647
shares
|
$347,747
0.09% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
1,642
shares
|
$346,691
0.1% of portfolio
|
Q1 2025
Reduced 72.51%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,640
shares
|
$346,269
0.19% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
1,638
shares
|
$345,847
0.37% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
1,622
shares
|
$342,469
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
1,620
shares
|
$342,046
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,612
shares
|
$340,357
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,611
shares
|
$340,146
4.5% of portfolio
|
Q3 2022
Reduced 75.05%
|