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 |
|---|---|---|---|---|---|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
May 14, 2025 Q1 2025 |
336,317
shares
|
$71 Million
65.24% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
335,159
shares
|
$70.8 Million
24.2% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
334,481
shares
|
$70.6 Million
8.6% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Alleghany Corp
|
Nov 01, 2022 Q3 2022 |
333,856
shares
|
$70.5 Million
2.08% of portfolio
|
Q1 2021
Reduced 25.41%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
333,709
shares
|
$70.5 Million
18.84% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
333,697
shares
|
$70.5 Million
3.32% of portfolio
|
Q1 2025
Added 47.76%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
332,700
shares
|
$70.2 Million
6.64% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
332,423
shares
|
$70.2 Million
5.42% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
331,376
shares
|
$70 Million
6.16% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
331,370
shares
|
$70 Million
6.81% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
330,554
shares
|
$69.8 Million
5.97% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
325,700
shares
|
$68.8 Million
3.41% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
324,979
shares
|
$68.6 Million
2.04% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
324,393
shares
|
$68.5 Million
0.2% of portfolio
|
Q1 2025
Added 104.82%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
324,370
shares
|
$68.5 Million
5.64% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
323,651
shares
|
$68.3 Million
0.25% of portfolio
|
Q1 2025
Added 196.59%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
323,607
shares
|
$68.3 Million
6.87% of portfolio
|
Q1 2025
Added 20.35%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
323,414
shares
|
$68.3 Million
2.6% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
323,376
shares
|
$68.3 Million
5.41% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
322,887
shares
|
$68.2 Million
3.83% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
322,877
shares
|
$68.2 Million
4.24% of portfolio
|
Q3 2023
Added 77.28%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
322,317
shares
|
$68.1 Million
2.83% of portfolio
|
Q1 2025
Added 567.02%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
321,725
shares
|
$67.9 Million
3.7% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
321,481
shares
|
$67.9 Million
7.79% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
320,866
shares
|
$67.7 Million
0.22% of portfolio
|
Q1 2025
Added 6.5%
|