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 |
|---|---|---|---|---|---|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
860
shares
|
$181,580
2.57% of portfolio
|
Q1 2025
Reduced 64.02%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
837
shares
|
$176,724
0.08% of portfolio
|
Q3 2022
Reduced 27.53%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
812
shares
|
$171,445
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
788
shares
|
$166,378
0.11% of portfolio
|
Q1 2025
Reduced 97.77%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
723
shares
|
$152,654
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
706
shares
|
$149,064
0.1% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
704
shares
|
$148,642
0.1% of portfolio
|
Q1 2025
Reduced 27.94%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
678
shares
|
$143,152
0.08% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
661
shares
|
$139,563
0.14% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
660
shares
|
$139,352
0.1% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
650
shares
|
$137,241
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
600
shares
|
$126,683
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
597
shares
|
$126,050
0.08% of portfolio
|
Q1 2025
Reduced 27.28%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
588
shares
|
$124,150
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
561
shares
|
$118,449
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
539
shares
|
$113,804
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
520
shares
|
$109,792
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
518
shares
|
$109,370
0.05% of portfolio
|
Q2 2022
Added 26.96%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$102,191
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
444
shares
|
$93,746
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
442
shares
|
$93,323
0.06% of portfolio
|
Q1 2025
Reduced 44.19%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
417
shares
|
$88,045
0.03% of portfolio
|
Q2 2024
Reduced 48.96%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$84,456
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
384
shares
|
$81,077
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
One River Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
334
shares
|
$70,520
0.01% of portfolio
|
Q1 2025
Reduced 97.72%
|