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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
385,015
shares
|
$81.3 Million
2.88% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
384,349
shares
|
$81.2 Million
11.63% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
383,479
shares
|
$81 Million
4.65% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
381,498
shares
|
$80.5 Million
5.75% of portfolio
|
Q1 2025
Added 28.2%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
381,374
shares
|
$80.5 Million
2.3% of portfolio
|
Q1 2024
Reduced 29.77%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
381,122
shares
|
$80.5 Million
3.65% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
380,769
shares
|
$80.4 Million
15.18% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
380,576
shares
|
$80.4 Million
2.15% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
379,092
shares
|
$80 Million
7.6% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
378,086
shares
|
$79.8 Million
3.38% of portfolio
|
Q1 2025
Added 33.84%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
377,190
shares
|
$79.6 Million
9.22% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
376,678
shares
|
$79.5 Million
3.79% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
375,943
shares
|
$79.4 Million
5.21% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
373,561
shares
|
$78.9 Million
5.7% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
372,033
shares
|
$78.6 Million
1.8% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
371,983
shares
|
$78.5 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Jul 07, 2025 Q2 2025 |
371,700
shares
|
$78.5 Million
8.09% of portfolio
|
Q2 2023
Added 21.87%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
371,367
shares
|
$78.4 Million
8.51% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
371,159
shares
|
$78.4 Million
1.62% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
369,266
shares
|
$78 Million
1.43% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
368,654
shares
|
$77.8 Million
2.31% of portfolio
|
Q1 2025
Added 28.72%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
368,031
shares
|
$77.7 Million
6.3% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
367,977
shares
|
$77.7 Million
4.71% of portfolio
|
Q4 2022
Reduced 1.04%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
366,370
shares
|
$77.4 Million
10.19% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
365,687
shares
|
$77.2 Million
0.88% of portfolio
|
Q1 2025
Added 10806.26%
|