Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,377 institutions that hold shares in the stock, with a total of 9.11 Billion shares, which have been reported (via 13F filing form) to have a value of $1.9 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
198,351
shares
|
$41.4 Million
2.5% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
198,178
shares
|
$41.3 Million
0.39% of portfolio
|
Q4 2022
Reduced 3.27%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
197,426
shares
|
$41.2 Million
2.39% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
197,373
shares
|
$41.2 Million
1.72% of portfolio
|
Q3 2022
Added 8.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
197,230
shares
|
$41.1 Million
1.63% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Ycg, LLC
|
May 13, 2025 Q1 2025 |
196,386
shares
|
$41 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
196,274
shares
|
$40.9 Million
4.32% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
196,084
shares
|
$40.9 Million
3.39% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
195,650
shares
|
$40.8 Million
6.54% of portfolio
|
Q3 2023
Reduced 4.92%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
195,482
shares
|
$40.8 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Baker Chad R
Perrysburg, OH |
Jul 11, 2025 Q2 2025 |
195,384
shares
|
$40.8 Million
7.78% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
194,732
shares
|
$40.6 Million
5.45% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Oakmont Corp
|
May 15, 2025 Q1 2025 |
194,290
shares
|
$40.5 Million
8.52% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
194,090
shares
|
$40.5 Million
1.23% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
194,040
shares
|
$40.5 Million
6.96% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
193,953
shares
|
$40.5 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
193,952
shares
|
$40.5 Million
10.64% of portfolio
|
Q1 2025
Added 20.5%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
193,727
shares
|
$40.4 Million
9.09% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
193,535
shares
|
$40.4 Million
17.83% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
193,396
shares
|
$40.3 Million
4.2% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
192,868
shares
|
$40.2 Million
4.01% of portfolio
|
Q2 2025
Added 18.84%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
192,825
shares
|
$40.2 Million
4.59% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
192,681
shares
|
$40.2 Million
5.23% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
192,449
shares
|
$40.1 Million
2.46% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
192,259
shares
|
$40.1 Million
0.33% of portfolio
|
Q1 2025
Reduced 69.06%
|