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 |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
228,052
shares
|
$48.2 Million
3.67% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
227,980
shares
|
$48.1 Million
0.82% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
227,774
shares
|
$48.1 Million
5.66% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
226,838
shares
|
$47.9 Million
6.27% of portfolio
|
Q3 2024
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
226,744
shares
|
$47.9 Million
6.25% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
226,718
shares
|
$47.9 Million
2.81% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
226,620
shares
|
$47.8 Million
3.75% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
226,566
shares
|
$47.8 Million
4.78% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
226,458
shares
|
$47.8 Million
5.16% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
226,414
shares
|
$47.8 Million
12.12% of portfolio
|
Q2 2022
Reduced 23.79%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
225,897
shares
|
$47.7 Million
0.5% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
225,893
shares
|
$47.7 Million
2.61% of portfolio
|
Q4 2022
Reduced 0.7%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
225,774
shares
|
$47.7 Million
0.64% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
225,767
shares
|
$47.7 Million
7.19% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
225,181
shares
|
$47.5 Million
6.07% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
224,829
shares
|
$47.5 Million
8.53% of portfolio
|
Q3 2022
Reduced 5.35%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
223,258
shares
|
$47.1 Million
3.72% of portfolio
|
Q1 2025
Reduced 26.95%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
222,002
shares
|
$46.9 Million
5.81% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
221,780
shares
|
$46.8 Million
9.51% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
221,261
shares
|
$46.7 Million
1.24% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
221,058
shares
|
$46.7 Million
6.41% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
220,927
shares
|
$46.6 Million
19.1% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
220,480
shares
|
$46.6 Million
15.57% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
219,596
shares
|
$46.4 Million
4.03% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
219,397
shares
|
$46.3 Million
4.48% of portfolio
|
Q3 2022
Added 6.55%
|