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 |
|---|---|---|---|---|---|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
205,000
shares
|
$43.3 Million
5.23% of portfolio
|
Q4 2022
Reduced 6.82%
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
204,824
shares
|
$43.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
204,754
shares
|
$43.2 Million
3.44% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
204,405
shares
|
$43.2 Million
5.73% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
203,838
shares
|
$43 Million
3.74% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
203,651
shares
|
$43 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
203,364
shares
|
$42.9 Million
5.4% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
203,169
shares
|
$42.9 Million
6.87% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
202,738
shares
|
$42.8 Million
3.04% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
202,245
shares
|
$42.7 Million
6.32% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
202,225
shares
|
$42.7 Million
7.2% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
202,174
shares
|
$42.7 Million
6.06% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
202,085
shares
|
$42.7 Million
2.59% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
201,896
shares
|
$42.6 Million
2.71% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
201,301
shares
|
$42.5 Million
7.82% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
200,796
shares
|
$42.4 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
200,740
shares
|
$42.4 Million
5.27% of portfolio
|
Q1 2025
Reduced 65.82%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
200,534
shares
|
$42.3 Million
2.21% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
200,475
shares
|
$42.3 Million
3.02% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
200,222
shares
|
$42.3 Million
5.95% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
200,135
shares
|
$42.3 Million
8.71% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
199,722
shares
|
$42.2 Million
2.38% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
198,857
shares
|
$42 Million
3.76% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
198,841
shares
|
$42 Million
3.83% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
198,810
shares
|
$42 Million
1.11% of portfolio
|
Q1 2025
Added 21.91%
|