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 |
|---|---|---|---|---|---|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
1,586
shares
|
$334,868
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
1,585
shares
|
$334,656
0.34% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Pacific Wealth Management
|
May 05, 2025 Q1 2025 |
1,580
shares
|
$333,601
0.19% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,577
shares
|
$332,967
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
1,571
shares
|
$331,700
0.16% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
1,561
shares
|
$329,589
0.14% of portfolio
|
Q1 2023
Added 0.06%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,559
shares
|
$329,167
0.27% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
1,556
shares
|
$328,533
0.31% of portfolio
|
Q1 2025
Reduced 82.51%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,555
shares
|
$328,322
0.12% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
1,547
shares
|
$326,633
0.23% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
May 01, 2025 Q1 2025 |
1,547
shares
|
$326,633
0.2% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
1,539
shares
|
$324,944
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
1,534
shares
|
$323,888
0.28% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
1,533
shares
|
$323,677
0.28% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
1,532
shares
|
$323,466
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
1,523
shares
|
$321,566
0.28% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
1,515
shares
|
$319,877
0.19% of portfolio
|
Q1 2025
Reduced 47.4%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
1,513
shares
|
$319,454
0.17% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,508
shares
|
$318,399
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
1,502
shares
|
$317,132
0.08% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
1,501
shares
|
$316,921
0.09% of portfolio
|
Q1 2022
Reduced 2.53%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
1,500
shares
|
$316,710
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
1,493
shares
|
$315,232
0.2% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
1,481
shares
|
$312,698
0.29% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,480
shares
|
$312,487
0.3% of portfolio
|
Q1 2025
Reduced 88.18%
|