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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
192,103
shares
|
$40.1 Million
1.2% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
191,739
shares
|
$40 Million
3.38% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
191,279
shares
|
$39.9 Million
2.25% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
190,939
shares
|
$39.8 Million
4.95% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
190,349
shares
|
$39.7 Million
3.67% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
190,201
shares
|
$39.7 Million
3.9% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
189,895
shares
|
$39.6 Million
4.12% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
189,840
shares
|
$39.6 Million
2.78% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
189,580
shares
|
$39.6 Million
4.89% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
189,490
shares
|
$39.5 Million
5.86% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
189,471
shares
|
$39.5 Million
3.43% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
189,400
shares
|
$39.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
188,910
shares
|
$39.4 Million
1.56% of portfolio
|
Q1 2025
Added 96.29%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
188,711
shares
|
$39.4 Million
4.94% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
188,425
shares
|
$39.3 Million
4.6% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
188,051
shares
|
$39.2 Million
1.78% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
188,012
shares
|
$39.2 Million
1.9% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
187,838
shares
|
$39.2 Million
1.45% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
187,706
shares
|
$39.2 Million
2.78% of portfolio
|
Q3 2022
Added 0.6%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
187,159
shares
|
$39 Million
6.51% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
186,663
shares
|
$38.9 Million
6.69% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
186,611
shares
|
$38.9 Million
3.42% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
186,574
shares
|
$38.9 Million
21.41% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
186,557
shares
|
$38.9 Million
4.52% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
186,369
shares
|
$38.9 Million
3.68% of portfolio
|
Q1 2025
Reduced 1.17%
|