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 |
|---|---|---|---|---|---|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
219,133
shares
|
$46.3 Million
6.49% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
218,285
shares
|
$46.1 Million
2.66% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
May Tech Global Investments, LLC
New York, NY |
May 15, 2025 Q1 2025 |
217,910
shares
|
$46 Million
6.31% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
217,893
shares
|
$46 Million
2.69% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
217,882
shares
|
$46 Million
5.05% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
217,793
shares
|
$46 Million
6.11% of portfolio
|
Q2 2024
Added 529.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
217,548
shares
|
$45.9 Million
3.09% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
217,546
shares
|
$45.9 Million
0.62% of portfolio
|
Q1 2025
Reduced 20.8%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
217,284
shares
|
$45.9 Million
4.26% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
216,814
shares
|
$45.8 Million
3.44% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
216,537
shares
|
$45.7 Million
3.86% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
216,360
shares
|
$45.7 Million
5.27% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
216,111
shares
|
$45.6 Million
3.86% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
215,875
shares
|
$45.6 Million
5.74% of portfolio
|
Q1 2025
Reduced 34.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
215,700
shares
|
$45.5 Million
1.35% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
215,693
shares
|
$45.5 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
215,437
shares
|
$45.5 Million
3.16% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
215,385
shares
|
$45.5 Million
2.61% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
213,870
shares
|
$45.2 Million
6.7% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
213,726
shares
|
$45.1 Million
3.98% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
213,465
shares
|
$45.1 Million
2.68% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
213,390
shares
|
$45.1 Million
2.69% of portfolio
|
Q4 2022
Added 82.42%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
213,292
shares
|
$45 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
213,230
shares
|
$45 Million
2.09% of portfolio
|
Q1 2025
Added 34.24%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
212,297
shares
|
$44.8 Million
3.81% of portfolio
|
Q2 2025
Added 1.21%
|