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 |
|---|---|---|---|---|---|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
148,710
shares
|
$31 Million
0.88% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
First Long Island Investors, LLC
|
Jun 06, 2025 Q1 2025 |
148,409
shares
|
$31 Million
2.72% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
148,400
shares
|
$31 Million
5.96% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
148,318
shares
|
$30.9 Million
5.48% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Cypress Funds LLC
|
May 13, 2025 Q1 2025 |
148,297
shares
|
$30.9 Million
3.01% of portfolio
|
Q2 2024
Reduced 24.47%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
148,082
shares
|
$30.9 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
147,766
shares
|
$30.8 Million
7.73% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
147,666
shares
|
$30.8 Million
1.72% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
147,467
shares
|
$30.8 Million
0.95% of portfolio
|
Q1 2025
Reduced 72.8%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Apr 18, 2025 Q1 2025 |
147,083
shares
|
$30.7 Million
17.19% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
147,042
shares
|
$30.7 Million
10.85% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
146,631
shares
|
$30.6 Million
8.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
146,130
shares
|
$30.5 Million
3.56% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
145,763
shares
|
$30.4 Million
3.12% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
145,484
shares
|
$30.4 Million
4.09% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
145,415
shares
|
$30.3 Million
5.08% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
145,267
shares
|
$30.3 Million
2.08% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
145,263
shares
|
$30.3 Million
20.17% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
145,240
shares
|
$30.3 Million
0.99% of portfolio
|
Q2 2023
New holding
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
145,174
shares
|
$30.3 Million
49.24% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
145,110
shares
|
$30.3 Million
1.33% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
144,586
shares
|
$30.2 Million
8.34% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
144,521
shares
|
$30.1 Million
4.36% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
144,244
shares
|
$30.1 Million
3.27% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
144,189
shares
|
$30.1 Million
9.02% of portfolio
|
Q1 2025
Reduced 2.25%
|