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 |
|---|---|---|---|---|---|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
320,664
shares
|
$67.7 Million
7.56% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
320,418
shares
|
$67.7 Million
4.23% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
320,000
shares
|
$67.6 Million
0.28% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
May 05, 2025 Q1 2025 |
319,400
shares
|
$67.4 Million
0.64% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
318,900
shares
|
$67.3 Million
1.22% of portfolio
|
Q1 2025
Added 51.01%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
318,764
shares
|
$67.3 Million
4.6% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
318,413
shares
|
$67.2 Million
0.88% of portfolio
|
Q1 2025
Added 56.52%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
318,283
shares
|
$67.2 Million
7.47% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
318,090
shares
|
$67.2 Million
12.31% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
317,619
shares
|
$67.1 Million
3.13% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
317,521
shares
|
$67 Million
11.53% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
316,665
shares
|
$66.9 Million
4.87% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
316,530
shares
|
$66.8 Million
3.64% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
316,414
shares
|
$66.8 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
316,386
shares
|
$66.8 Million
7.93% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
314,908
shares
|
$66.5 Million
4.14% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
314,161
shares
|
$66.3 Million
3.28% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
312,919
shares
|
$66.1 Million
2.89% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Academy Capital Management Inc
Waco, TX |
May 14, 2025 Q1 2025 |
312,661
shares
|
$66 Million
12.01% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
312,323
shares
|
$65.9 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
311,061
shares
|
$65.7 Million
4.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
310,595
shares
|
$65.6 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
310,364
shares
|
$65.5 Million
6.1% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Trb Advisors LP
New York, NY |
Apr 22, 2025 Q1 2025 |
310,000
shares
|
$65.5 Million
33.8% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
308,353
shares
|
$65.1 Million
16.37% of portfolio
|
Q1 2025
Reduced 0.9%
|