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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
179,244
shares
|
$37.4 Million
5.29% of portfolio
|
Q2 2023
Added 5.9%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
179,226
shares
|
$37.4 Million
0.28% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
May 15, 2025 Q1 2025 |
179,129
shares
|
$37.4 Million
5.45% of portfolio
|
Q1 2025
Reduced 20.98%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
178,791
shares
|
$37.3 Million
8.02% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
178,242
shares
|
$37.2 Million
4.96% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
178,098
shares
|
$37.2 Million
4.35% of portfolio
|
Q2 2025
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
177,892
shares
|
$37.1 Million
6.25% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
177,608
shares
|
$37.1 Million
2.89% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
177,344
shares
|
$37 Million
5.65% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
177,314
shares
|
$37 Million
3.92% of portfolio
|
Q1 2025
Reduced 29.85%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
177,298
shares
|
$37 Million
21.51% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
177,153
shares
|
$37 Million
0.85% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
177,153
shares
|
$37 Million
6.09% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
177,088
shares
|
$36.9 Million
2.18% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
176,695
shares
|
$36.9 Million
8.86% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Elite Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
176,620
shares
|
$36.8 Million
11.45% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
176,620
shares
|
$36.8 Million
3.69% of portfolio
|
Q4 2023
Reduced 52.9%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
176,483
shares
|
$36.8 Million
1.79% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
175,787
shares
|
$36.7 Million
1.79% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
175,777
shares
|
$36.7 Million
5.03% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
175,598
shares
|
$36.6 Million
5.98% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
175,576
shares
|
$36.6 Million
1.88% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
175,297
shares
|
$36.6 Million
3.97% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
174,745
shares
|
$36.5 Million
3.16% of portfolio
|
Q1 2025
Added 30.47%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
174,667
shares
|
$36.4 Million
15.86% of portfolio
|
Q1 2025
Reduced 0.46%
|