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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
249,009
shares
|
$52.6 Million
4.09% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
248,975
shares
|
$52.6 Million
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
248,868
shares
|
$52.5 Million
5.37% of portfolio
|
Q3 2022
Reduced 0.26%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
248,768
shares
|
$52.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 89.99%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
248,701
shares
|
$52.5 Million
5.11% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
247,510
shares
|
$52.3 Million
11.21% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
246,608
shares
|
$52.1 Million
3.59% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
246,413
shares
|
$52 Million
7.85% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
246,036
shares
|
$51.9 Million
3.76% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
245,584
shares
|
$51.9 Million
2.82% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
245,575
shares
|
$51.9 Million
4.01% of portfolio
|
Q1 2025
Added 80.87%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
245,489
shares
|
$51.8 Million
3.43% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
244,503
shares
|
$51.6 Million
3.64% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
244,257
shares
|
$51.6 Million
7.32% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Waycross Partners, LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
244,161
shares
|
$51.6 Million
6.09% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
243,978
shares
|
$51.5 Million
2.34% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
243,184
shares
|
$51.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
242,906
shares
|
$51.3 Million
5.07% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
242,613
shares
|
$51.2 Million
4.43% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
242,528
shares
|
$51.2 Million
6.98% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
241,907
shares
|
$51.1 Million
3.08% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
241,430
shares
|
$51 Million
5.38% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
240,061
shares
|
$50.7 Million
7.31% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
239,383
shares
|
$50.5 Million
8.45% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Saratoga Research & Investment Management
|
May 12, 2025 Q1 2025 |
237,442
shares
|
$50.1 Million
2.78% of portfolio
|
Q1 2025
Reduced 24.42%
|