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 |
|---|---|---|---|---|---|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
308,353
shares
|
$65.1 Million
16.37% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
May 08, 2025 Q1 2025 |
308,000
shares
|
$65 Million
20.69% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
307,649
shares
|
$65 Million
3.07% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
307,352
shares
|
$64.9 Million
2.61% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
306,980
shares
|
$64.8 Million
0.8% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
306,530
shares
|
$64.7 Million
6.49% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Bender Robert & Associates
|
Apr 18, 2025 Q1 2025 |
305,949
shares
|
$64.6 Million
17.16% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
303,926
shares
|
$64.2 Million
20.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
303,645
shares
|
$64.1 Million
6.2% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
303,140
shares
|
$64 Million
6.21% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
302,295
shares
|
$63.8 Million
4.38% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
300,800
shares
|
$63.5 Million
23.06% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
300,346
shares
|
$63.4 Million
2.78% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
299,989
shares
|
$63.3 Million
3.88% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
297,910
shares
|
$62.9 Million
5.98% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
297,778
shares
|
$62.9 Million
4.68% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
297,606
shares
|
$62.8 Million
1.59% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
297,131
shares
|
$62.7 Million
5.61% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
295,831
shares
|
$62.5 Million
4.84% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
295,822
shares
|
$62.5 Million
7.76% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Comgest Global Investors S.A.S.
|
May 15, 2025 Q1 2025 |
294,804
shares
|
$62.2 Million
1.26% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
294,699
shares
|
$62.2 Million
8.77% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
294,543
shares
|
$62.2 Million
11.58% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
294,384
shares
|
$62.2 Million
6.27% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
294,133
shares
|
$62.1 Million
5.47% of portfolio
|
Q1 2025
Reduced 3.54%
|