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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
155,943
shares
|
$32.5 Million
5.78% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
155,856
shares
|
$32.5 Million
5.68% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
155,838
shares
|
$32.5 Million
4.23% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
155,800
shares
|
$32.5 Million
3.03% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
155,737
shares
|
$32.5 Million
5.87% of portfolio
|
Q2 2024
Reduced 13.1%
|
|
|
Tiff Advisory Services Inc
|
May 13, 2025 Q1 2025 |
155,729
shares
|
$32.5 Million
8.23% of portfolio
|
Q4 2024
Added 118.86%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
155,012
shares
|
$32.3 Million
13.66% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
154,884
shares
|
$32.3 Million
12.08% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
154,755
shares
|
$32.3 Million
2.91% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
154,583
shares
|
$32.2 Million
4.4% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
154,550
shares
|
$32.2 Million
10.24% of portfolio
|
Q4 2023
Added 4.86%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
154,453
shares
|
$32.2 Million
5.5% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
154,268
shares
|
$32.2 Million
3.32% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
153,801
shares
|
$32.1 Million
9.66% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
153,402
shares
|
$32 Million
6.39% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
153,305
shares
|
$32 Million
3.88% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
153,125
shares
|
$31.9 Million
11.53% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
153,121
shares
|
$31.9 Million
9.4% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
153,115
shares
|
$31.9 Million
4.9% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
153,046
shares
|
$31.9 Million
2.28% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
152,498
shares
|
$31.8 Million
2.37% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
152,495
shares
|
$31.8 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
152,461
shares
|
$31.8 Million
5.53% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Apr 17, 2025 Q1 2025 |
152,123
shares
|
$31.7 Million
16.9% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
152,093
shares
|
$31.7 Million
16.08% of portfolio
|
Q4 2024
Added 0.05%
|