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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
258,532
shares
|
$54.6 Million
2.02% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
258,129
shares
|
$54.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
257,805
shares
|
$54.4 Million
3.91% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
257,269
shares
|
$54.3 Million
2.88% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Adapt Investment Managers Sa
Geneva, V8 |
May 14, 2025 Q1 2025 |
256,892
shares
|
$54.2 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
255,009
shares
|
$53.8 Million
4.25% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
May 15, 2025 Q1 2025 |
255,000
shares
|
$53.8 Million
7.09% of portfolio
|
Q3 2023
Reduced 2.67%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
255,000
shares
|
$53.8 Million
1.61% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
254,836
shares
|
$53.8 Million
3.32% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
254,468
shares
|
$53.7 Million
5.18% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
253,665
shares
|
$53.6 Million
7.55% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
253,621
shares
|
$53.5 Million
2.28% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
253,565
shares
|
$53.5 Million
8.59% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
253,358
shares
|
$53.5 Million
5.69% of portfolio
|
Q1 2025
Added 38.86%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
253,189
shares
|
$53.5 Million
3.45% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
252,484
shares
|
$53.3 Million
2.14% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
251,774
shares
|
$53.2 Million
5.58% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
251,771
shares
|
$53.2 Million
6.65% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
251,563
shares
|
$53.1 Million
12.69% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
251,471
shares
|
$53.1 Million
5.57% of portfolio
|
Q2 2023
Added 101.16%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
251,435
shares
|
$53.1 Million
5.65% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
251,247
shares
|
$53 Million
3.77% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
250,000
shares
|
$52.8 Million
3.4% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
249,399
shares
|
$52.7 Million
6.08% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 17, 2025 Q1 2025 |
249,193
shares
|
$52.6 Million
1.67% of portfolio
|
Q1 2025
Added 1.97%
|