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 |
|---|---|---|---|---|---|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
212,225
shares
|
$44.8 Million
5.71% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
212,223
shares
|
$44.8 Million
11.1% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
212,030
shares
|
$44.8 Million
3.69% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
211,592
shares
|
$44.7 Million
6.13% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
210,435
shares
|
$44.4 Million
8.14% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
210,000
shares
|
$44.3 Million
4.15% of portfolio
|
Q1 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
209,639
shares
|
$44.3 Million
3.53% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
209,293
shares
|
$44.2 Million
3.91% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
208,652
shares
|
$44.1 Million
1.49% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
208,563
shares
|
$44 Million
2.97% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
208,194
shares
|
$44 Million
5.77% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
208,075
shares
|
$43.9 Million
5.8% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
208,071
shares
|
$43.9 Million
2.1% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
208,051
shares
|
$43.9 Million
3.22% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
208,012
shares
|
$43.9 Million
3.87% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
207,802
shares
|
$43.9 Million
10.52% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
207,527
shares
|
$43.8 Million
4.5% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
207,307
shares
|
$43.8 Million
5.07% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
206,997
shares
|
$43.7 Million
9.79% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
206,616
shares
|
$43.6 Million
3.33% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
205,944
shares
|
$43.5 Million
5.7% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
205,590
shares
|
$43.4 Million
2.0% of portfolio
|
Q3 2022
Added 6718.91%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
205,570
shares
|
$43.4 Million
24.92% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
205,312
shares
|
$43.3 Million
5.62% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
205,069
shares
|
$43.3 Million
6.48% of portfolio
|
Q3 2022
Reduced 2.12%
|