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 |
|---|---|---|---|---|---|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
278,958
shares
|
$58.9 Million
13.73% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
277,797
shares
|
$58.7 Million
9.56% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
277,624
shares
|
$58.6 Million
5.82% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
277,333
shares
|
$58.6 Million
5.69% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
277,314
shares
|
$58.6 Million
5.27% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
276,938
shares
|
$58.5 Million
2.95% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
276,659
shares
|
$58.4 Million
4.13% of portfolio
|
Q4 2023
Added 14.76%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
275,909
shares
|
$58.3 Million
3.07% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Shikiar Asset Management Inc
|
Apr 17, 2025 Q1 2025 |
275,889
shares
|
$58.3 Million
18.29% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
275,799
shares
|
$58.2 Million
1.87% of portfolio
|
Q1 2025
Added 39.72%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Apr 16, 2025 Q1 2025 |
275,400
shares
|
$58.1 Million
8.05% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
275,274
shares
|
$58.1 Million
4.49% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
275,211
shares
|
$58.1 Million
7.42% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
274,341
shares
|
$57.9 Million
4.05% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
274,248
shares
|
$57.9 Million
10.07% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
273,790
shares
|
$57.8 Million
4.12% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
273,603
shares
|
$57.8 Million
5.45% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
273,101
shares
|
$57.7 Million
5.31% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
272,785
shares
|
$57.6 Million
7.51% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
272,369
shares
|
$57.5 Million
5.19% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
271,749
shares
|
$57.4 Million
0.98% of portfolio
|
Q1 2025
Added 44.3%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
271,700
shares
|
$57.4 Million
8.08% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
271,668
shares
|
$57.4 Million
3.15% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
270,675
shares
|
$57.2 Million
5.62% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
270,495
shares
|
$57.1 Million
2.53% of portfolio
|
Q1 2025
Reduced 4.11%
|