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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,473
shares
|
$311,009
2.06% of portfolio
|
Q3 2022
Reduced 15.0%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,472
shares
|
$310,798
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
1,460
shares
|
$308,264
0.16% of portfolio
|
Q1 2023
Added 2.74%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
1,452
shares
|
$306,575
0.18% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
1,438
shares
|
$303,619
0.62% of portfolio
|
Q4 2024
Reduced 49.83%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
1,426
shares
|
$301,085
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kirr Marbach & CO LLC
|
Apr 23, 2025 Q1 2025 |
1,422
shares
|
$300,241
0.08% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
1,421
shares
|
$300,029
0.27% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 28, 2025 Q1 2025 |
1,420
shares
|
$299,818
1.59% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
1,420
shares
|
$299,818
0.06% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,412
shares
|
$298,129
0.53% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Asset Planning Services Inc
|
Jun 09, 2025 Q1 2025 |
1,409
shares
|
$297,496
0.16% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,399
shares
|
$295,384
0.46% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
1,392
shares
|
$293,906
0.48% of portfolio
|
Q1 2025
Reduced 35.91%
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,380
shares
|
$291,373
0.0% of portfolio
|
Q3 2024
Reduced 52.9%
|
|
|
Platt Investment Counsel, LLC
|
Jul 07, 2025 Q2 2025 |
1,375
shares
|
$290,317
0.27% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
1,374
shares
|
$290,106
0.13% of portfolio
|
Q1 2025
Reduced 87.38%
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
1,374
shares
|
$290,106
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
1,370
shares
|
$289,261
0.21% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,363
shares
|
$287,783
0.13% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Pictet Bank & Trust LTD
|
Apr 28, 2025 Q1 2025 |
1,360
shares
|
$287,150
0.37% of portfolio
|
Q1 2025
Reduced 91.86%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
1,353
shares
|
$285,672
0.34% of portfolio
|
Q4 2024
Reduced 56.16%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
1,352
shares
|
$285,461
0.29% of portfolio
|
Q4 2024
Reduced 84.89%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
1,348
shares
|
$284,616
0.15% of portfolio
|
Q1 2025
Reduced 10.49%
|