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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
435,713
shares
|
$92 Million
3.92% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
435,112
shares
|
$91.9 Million
6.83% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
432,884
shares
|
$91.4 Million
3.39% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
430,808
shares
|
$91 Million
4.21% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
430,555
shares
|
$90.9 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
428,652
shares
|
$90.5 Million
6.98% of portfolio
|
Q1 2025
Added 1245.34%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
428,462
shares
|
$90.5 Million
2.89% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
427,833
shares
|
$90.3 Million
6.45% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
427,727
shares
|
$90.3 Million
7.41% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Mkp Capital Management, L.L.C.
New York, NY |
May 13, 2025 Q1 2025 |
425,000
shares
|
$89.7 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
May 14, 2025 Q1 2025 |
425,000
shares
|
$89.7 Million
3.8% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
424,273
shares
|
$89.6 Million
3.07% of portfolio
|
Q1 2025
Added 25.37%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
423,360
shares
|
$89.4 Million
3.92% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Cincinnati Insurance CO
|
May 08, 2025 Q1 2025 |
420,000
shares
|
$88.7 Million
1.72% of portfolio
|
Q4 2024
Reduced 26.77%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
416,595
shares
|
$88 Million
6.97% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
415,862
shares
|
$87.8 Million
10.46% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
415,602
shares
|
$87.8 Million
3.06% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
415,505
shares
|
$87.7 Million
0.61% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
414,890
shares
|
$87.6 Million
0.62% of portfolio
|
Q1 2025
Reduced 26.13%
|
|
|
Hoffman, Alan N Investment Management
|
Apr 08, 2025 Q1 2025 |
414,094
shares
|
$87.4 Million
47.45% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
413,196
shares
|
$87.2 Million
18.9% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
412,924
shares
|
$87.2 Million
2.99% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
412,087
shares
|
$87 Million
3.46% of portfolio
|
Q1 2025
Added 71.44%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
411,925
shares
|
$87 Million
6.89% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
409,284
shares
|
$86.4 Million
7.25% of portfolio
|
Q1 2025
Reduced 13.19%
|