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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
169,861
shares
|
$35.4 Million
0.49% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
169,738
shares
|
$35.4 Million
8.32% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
169,592
shares
|
$35.4 Million
16.24% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
169,585
shares
|
$35.4 Million
16.53% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
169,230
shares
|
$35.3 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
168,915
shares
|
$35.2 Million
3.16% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
168,301
shares
|
$35.1 Million
7.81% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
168,032
shares
|
$35.1 Million
10.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
167,436
shares
|
$34.9 Million
0.08% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
167,229
shares
|
$34.9 Million
5.15% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
167,219
shares
|
$34.9 Million
4.05% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
167,141
shares
|
$34.9 Million
6.06% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
167,132
shares
|
$34.9 Million
14.2% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
166,598
shares
|
$34.8 Million
4.29% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
166,472
shares
|
$34.7 Million
3.5% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
166,196
shares
|
$34.7 Million
5.25% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
165,795
shares
|
$34.6 Million
6.08% of portfolio
|
Q4 2024
New holding
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
165,682
shares
|
$34.6 Million
10.52% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
165,617
shares
|
$34.6 Million
0.9% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
165,133
shares
|
$34.5 Million
3.11% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
May 15, 2025 Q1 2025 |
165,093
shares
|
$34.4 Million
7.87% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
165,091
shares
|
$34.4 Million
20.37% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
164,994
shares
|
$34.4 Million
2.03% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
164,975
shares
|
$34.4 Million
3.17% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
164,944
shares
|
$34.4 Million
3.03% of portfolio
|
Q2 2025
Reduced 0.62%
|