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 |
|---|---|---|---|---|---|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
151,758
shares
|
$31.7 Million
3.6% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
151,706
shares
|
$31.6 Million
0.83% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
151,682
shares
|
$31.6 Million
2.17% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
151,445
shares
|
$31.6 Million
3.34% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
151,096
shares
|
$31.5 Million
5.49% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Draper Asset Management, LLC
Smithtown, NY |
Apr 30, 2025 Q1 2025 |
150,636
shares
|
$31.4 Million
26.14% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
150,623
shares
|
$31.4 Million
4.04% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
150,542
shares
|
$31.4 Million
4.09% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
150,515
shares
|
$31.4 Million
7.23% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
150,340
shares
|
$31.4 Million
2.55% of portfolio
|
Q3 2022
Added 5.6%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
150,311
shares
|
$31.4 Million
5.68% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
150,069
shares
|
$31.3 Million
1.69% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
150,004
shares
|
$31.3 Million
2.09% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
7 G Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
150,000
shares
|
$31.3 Million
29.84% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
150,000
shares
|
$31.3 Million
3.78% of portfolio
|
Q1 2025
Added 80.72%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
149,879
shares
|
$31.3 Million
9.28% of portfolio
|
Q1 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
149,835
shares
|
$31.3 Million
3.68% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
149,509
shares
|
$31.2 Million
7.59% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
149,424
shares
|
$31.2 Million
2.17% of portfolio
|
Q1 2025
Added 127.13%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
149,258
shares
|
$31.1 Million
5.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
149,258
shares
|
$31.1 Million
2.08% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Bennett Selby Investments LP
|
Apr 14, 2025 Q1 2025 |
149,209
shares
|
$31.1 Million
13.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
148,927
shares
|
$31.1 Million
1.89% of portfolio
|
Q4 2023
Reduced 4.26%
|
|
|
Nat West Group PLC
|
May 14, 2025 Q1 2025 |
148,803
shares
|
$31 Million
9.75% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
May 06, 2025 Q1 2025 |
148,755
shares
|
$31 Million
9.73% of portfolio
|
Q1 2025
Added 3.71%
|