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 |
|---|---|---|---|---|---|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
1,047
shares
|
$221,063
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
May 08, 2025 Q1 2025 |
1,040
shares
|
$219,585
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Virtus Family Office LLC
El Paso, TX |
May 12, 2025 Q1 2025 |
1,037
shares
|
$218,952
0.3% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
1,030
shares
|
$217,474
0.1% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
1,030
shares
|
$217,474
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
1,029
shares
|
$217,263
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Investments L P
Dallas, TX |
May 15, 2025 Q1 2025 |
1,017
shares
|
$214,729
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Apr 23, 2025 Q1 2025 |
1,007
shares
|
$212,617
0.13% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
May 14, 2025 Q1 2025 |
1,007
shares
|
$212,617
0.02% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,005
shares
|
$212,195
0.01% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Gladstone Capital Management LLP
London, X0 |
May 13, 2025 Q1 2025 |
1,000
shares
|
$211,140
0.02% of portfolio
|
Q1 2025
Reduced 99.86%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$211,140
0.09% of portfolio
|
Q2 2025
Reduced 35.06%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
999
shares
|
$210,928
0.19% of portfolio
|
Q1 2025
Reduced 27.35%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
981
shares
|
$207,128
0.25% of portfolio
|
Q1 2025
Reduced 96.56%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
May 14, 2025 Q1 2025 |
977
shares
|
$206,283
0.17% of portfolio
|
Q1 2025
Added 812.28%
|
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
970
shares
|
$204,805
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
967
shares
|
$204,172
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brookmont Capital Management
Dallas, TX |
May 12, 2025 Q1 2025 |
966
shares
|
$203,961
0.12% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
964
shares
|
$203,538
10.65% of portfolio
|
Q4 2024
Reduced 98.24%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
947
shares
|
$199,949
0.02% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
939
shares
|
$198,260
0.03% of portfolio
|
Q1 2025
Reduced 94.86%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
927
shares
|
$195,726
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
920
shares
|
$194,248
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
May 12, 2025 Q1 2025 |
918
shares
|
$193,826
0.2% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Pembroke Management, LTD
|
May 14, 2025 Q1 2025 |
916
shares
|
$193,404
0.03% of portfolio
|
Q1 2025
New holding
|