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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
186,202
shares
|
$38.8 Million
3.91% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
185,707
shares
|
$38.7 Million
7.33% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
185,483
shares
|
$38.7 Million
1.63% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
185,477
shares
|
$38.7 Million
1.79% of portfolio
|
Q2 2025
Added 35.05%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
185,102
shares
|
$38.6 Million
1.22% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
185,072
shares
|
$38.6 Million
6.95% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Penn Davis Mcfarland Inc
|
Apr 23, 2025 Q1 2025 |
184,547
shares
|
$38.5 Million
4.94% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
184,366
shares
|
$38.5 Million
1.08% of portfolio
|
Q2 2025
Added 61.96%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
184,161
shares
|
$38.4 Million
1.69% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
183,912
shares
|
$38.4 Million
7.73% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
183,740
shares
|
$38.3 Million
4.5% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
183,544
shares
|
$38.3 Million
7.09% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
183,308
shares
|
$38.2 Million
2.58% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
182,512
shares
|
$38.1 Million
10.18% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Suncoast Equity Management
|
Apr 22, 2025 Q1 2025 |
182,491
shares
|
$38.1 Million
4.73% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
182,244
shares
|
$38 Million
1.08% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Apr 23, 2025 Q1 2025 |
182,160
shares
|
$38 Million
2.84% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
182,116
shares
|
$38 Million
3.78% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
181,804
shares
|
$37.9 Million
6.52% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
181,802
shares
|
$37.9 Million
6.75% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
181,637
shares
|
$37.9 Million
2.45% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
180,961
shares
|
$37.8 Million
2.79% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
180,028
shares
|
$37.6 Million
6.36% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
179,603
shares
|
$37.5 Million
4.99% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
179,517
shares
|
$37.5 Million
7.82% of portfolio
|
Q1 2025
Reduced 1.34%
|