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 |
|---|---|---|---|---|---|
|
Jlb & Associates Inc
|
Apr 17, 2025 Q1 2025 |
164,828
shares
|
$34.4 Million
5.49% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
164,251
shares
|
$34.3 Million
4.27% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
164,126
shares
|
$34.2 Million
2.55% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
164,087
shares
|
$34.2 Million
5.96% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
163,843
shares
|
$34.2 Million
9.23% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
163,762
shares
|
$34.2 Million
2.18% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
163,727
shares
|
$34.2 Million
5.74% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
163,476
shares
|
$34.1 Million
14.25% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
163,330
shares
|
$34.1 Million
2.07% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
163,310
shares
|
$34.1 Million
4.96% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
163,025
shares
|
$34 Million
1.76% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
162,983
shares
|
$34 Million
6.73% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
162,866
shares
|
$34 Million
5.43% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
162,656
shares
|
$33.9 Million
3.59% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
162,625
shares
|
$33.9 Million
4.0% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
162,551
shares
|
$33.9 Million
4.56% of portfolio
|
Q4 2022
Added 9.92%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
162,504
shares
|
$33.9 Million
6.77% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
162,128
shares
|
$33.8 Million
5.56% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162,112
shares
|
$33.8 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
161,437
shares
|
$33.7 Million
2.65% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
161,375
shares
|
$33.7 Million
3.47% of portfolio
|
Q4 2024
Added 91.27%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
161,268
shares
|
$33.6 Million
21.02% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
161,133
shares
|
$33.6 Million
4.12% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
160,783
shares
|
$33.5 Million
3.59% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
160,735
shares
|
$33.5 Million
11.92% of portfolio
|
Q1 2025
Reduced 6.66%
|