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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
349,317
shares
|
$73.8 Million
2.55% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
348,554
shares
|
$73.6 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
348,499
shares
|
$73.6 Million
0.46% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Campbell Newman Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
347,575
shares
|
$73.4 Million
6.94% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
347,382
shares
|
$73.3 Million
6.15% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
345,846
shares
|
$73 Million
8.33% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
345,232
shares
|
$72.9 Million
4.37% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
344,493
shares
|
$72.7 Million
2.67% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
344,400
shares
|
$72.7 Million
7.91% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
344,263
shares
|
$72.7 Million
6.16% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
343,650
shares
|
$72.6 Million
5.67% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
343,421
shares
|
$72.5 Million
5.6% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
343,018
shares
|
$72.4 Million
4.55% of portfolio
|
Q3 2022
Reduced -0.0%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
342,580
shares
|
$72.3 Million
5.96% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
342,447
shares
|
$72.3 Million
5.32% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
May 13, 2025 Q1 2025 |
342,036
shares
|
$72.2 Million
3.3% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
341,838
shares
|
$72.2 Million
6.47% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
339,344
shares
|
$71.6 Million
4.35% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
338,292
shares
|
$71.4 Million
4.91% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
337,857
shares
|
$71.3 Million
2.97% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
337,850
shares
|
$71.3 Million
2.11% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
337,580
shares
|
$71.3 Million
3.45% of portfolio
|
Q2 2022
Added 6.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
336,537
shares
|
$71.1 Million
3.41% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
336,387
shares
|
$71 Million
4.48% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
336,323
shares
|
$71 Million
2.51% of portfolio
|
Q1 2025
Added 13.33%
|