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 |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
174,354
shares
|
$36.4 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
174,061
shares
|
$36.3 Million
3.19% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
173,746
shares
|
$36.2 Million
0.53% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
173,630
shares
|
$36.2 Million
2.1% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
173,485
shares
|
$36.2 Million
0.97% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
173,411
shares
|
$36.2 Million
6.51% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
173,372
shares
|
$36.2 Million
2.97% of portfolio
|
Q4 2023
Reduced 52.96%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
173,262
shares
|
$36.1 Million
4.98% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
173,196
shares
|
$36.1 Million
1.77% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
172,851
shares
|
$36.1 Million
3.4% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
172,710
shares
|
$36 Million
0.64% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
172,647
shares
|
$36 Million
1.63% of portfolio
|
Q1 2025
Reduced 57.0%
|
|
|
Estuary Capital Management LP
Wayzata, MN |
May 15, 2025 Q1 2025 |
172,500
shares
|
$36 Million
9.3% of portfolio
|
Q1 2025
New holding
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
172,230
shares
|
$35.9 Million
2.37% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
172,123
shares
|
$35.9 Million
3.07% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
172,060
shares
|
$35.9 Million
0.71% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
172,028
shares
|
$35.9 Million
2.21% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
171,906
shares
|
$35.9 Million
8.24% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
171,437
shares
|
$35.8 Million
3.06% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
171,412
shares
|
$35.8 Million
2.07% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Svenska Handelsbanken Ab (Publ)
|
Jul 09, 2025 Q2 2025 |
170,715
shares
|
$35.6 Million
33.04% of portfolio
|
Q2 2025
Added 39.12%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
170,567
shares
|
$35.6 Million
0.95% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
169,875
shares
|
$35.4 Million
12.99% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
169,874
shares
|
$35.4 Million
3.23% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
169,874
shares
|
$35.4 Million
11.31% of portfolio
|
Q4 2024
Reduced 1.13%
|