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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
160,112
shares
|
$33.4 Million
3.13% of portfolio
|
Q2 2024
Added 571.27%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
159,964
shares
|
$33.4 Million
2.1% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
159,670
shares
|
$33.3 Million
2.97% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
159,627
shares
|
$33.3 Million
2.17% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
159,592
shares
|
$33.3 Million
4.14% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
159,474
shares
|
$33.3 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
159,111
shares
|
$33.2 Million
3.13% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
159,099
shares
|
$33.2 Million
3.38% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
159,017
shares
|
$33.2 Million
6.99% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
158,969
shares
|
$33.2 Million
11.2% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
158,883
shares
|
$33.1 Million
19.44% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
158,695
shares
|
$33.1 Million
1.18% of portfolio
|
Q3 2023
Added 1.63%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
158,625
shares
|
$33.1 Million
6.47% of portfolio
|
Q3 2023
Reduced 14.91%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
158,392
shares
|
$33 Million
13.5% of portfolio
|
Q1 2025
Added 27.26%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
158,274
shares
|
$33 Million
4.53% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
157,958
shares
|
$33 Million
9.6% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
157,908
shares
|
$32.9 Million
4.02% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
May 08, 2025 Q1 2025 |
157,745
shares
|
$32.9 Million
8.71% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
157,581
shares
|
$32.9 Million
3.28% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mark Asset Management LP
New York, NY |
May 15, 2025 Q1 2025 |
157,196
shares
|
$32.8 Million
3.67% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
157,180
shares
|
$32.8 Million
7.48% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
157,025
shares
|
$32.8 Million
4.75% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
156,848
shares
|
$32.7 Million
2.2% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
156,483
shares
|
$32.6 Million
8.81% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
156,324
shares
|
$32.6 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.66%
|