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 |
|---|---|---|---|---|---|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
1,344
shares
|
$283,772
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
1,340
shares
|
$282,927
0.21% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
1,339
shares
|
$282,716
0.71% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
1,333
shares
|
$281,449
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
May 15, 2025 Q1 2025 |
1,332
shares
|
$281,238
0.01% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,323
shares
|
$279,338
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
1,316
shares
|
$277,860
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
1,310
shares
|
$276,593
0.22% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
1,308
shares
|
$276,171
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
1,300
shares
|
$274,482
0.46% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$274,482
3.13% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
1,285
shares
|
$271,314
0.21% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
1,280
shares
|
$270,259
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
1,267
shares
|
$267,514
0.81% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
1,264
shares
|
$266,880
0.3% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
1,262
shares
|
$266,458
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
1,256
shares
|
$265,191
0.02% of portfolio
|
Q1 2025
Added 55.64%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,251
shares
|
$264,136
2.4% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
1,240
shares
|
$261,813
0.25% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Investment Management Associates Inc
|
Apr 30, 2025 Q1 2025 |
1,235
shares
|
$260,757
0.12% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
1,227
shares
|
$259,068
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
1,227
shares
|
$259,068
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,214
shares
|
$256,323
0.16% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
1,209
shares
|
$255,268
0.15% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Safir Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,200
shares
|
$253,367
0.21% of portfolio
|
Q2 2023
New holding
|