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 |
|---|---|---|---|---|---|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
540,790
shares
|
$114 Million
8.23% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
539,286
shares
|
$114 Million
9.63% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
538,414
shares
|
$114 Million
8.52% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
538,086
shares
|
$114 Million
10.15% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Oak Ridge Investments LLC
|
May 13, 2025 Q1 2025 |
536,740
shares
|
$113 Million
10.13% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
536,460
shares
|
$113 Million
0.75% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
535,285
shares
|
$113 Million
6.92% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
534,291
shares
|
$113 Million
5.79% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
533,254
shares
|
$113 Million
2.32% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
530,956
shares
|
$112 Million
1.86% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
530,032
shares
|
$112 Million
5.27% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
529,433
shares
|
$112 Million
6.1% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
529,248
shares
|
$112 Million
10.05% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
527,656
shares
|
$111 Million
15.44% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Lgt Capital Partners Ltd.
|
May 09, 2025 Q1 2025 |
525,525
shares
|
$111 Million
5.31% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
521,052
shares
|
$110 Million
3.51% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
519,744
shares
|
$110 Million
10.71% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
519,323
shares
|
$110 Million
7.4% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
May 19, 2025 Q1 2025 |
516,801
shares
|
$109 Million
13.23% of portfolio
|
Q1 2025
Added 37.54%
|
|
|
Ami Asset Management Corp
|
Apr 23, 2025 Q1 2025 |
515,433
shares
|
$109 Million
6.9% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
514,585
shares
|
$109 Million
3.86% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
513,240
shares
|
$108 Million
7.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
512,794
shares
|
$108 Million
32.99% of portfolio
|
Q3 2022
Added 3.55%
|
|
|
Prospect Hill Management, LLC
|
May 05, 2025 Q1 2025 |
512,481
shares
|
$108 Million
59.49% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
511,537
shares
|
$108 Million
3.41% of portfolio
|
Q1 2025
Added 13.3%
|