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 |
|---|---|---|---|---|---|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
144,181
shares
|
$30.1 Million
4.18% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
144,126
shares
|
$30.1 Million
1.22% of portfolio
|
Q4 2022
Added 32.33%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
143,872
shares
|
$30 Million
8.07% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
143,854
shares
|
$30 Million
3.3% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
143,641
shares
|
$30 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
143,584
shares
|
$30 Million
14.09% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
143,583
shares
|
$30 Million
2.21% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
143,512
shares
|
$29.9 Million
1.78% of portfolio
|
Q2 2025
Added 32.23%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
143,296
shares
|
$29.9 Million
8.86% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
143,199
shares
|
$29.9 Million
4.34% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
143,124
shares
|
$29.9 Million
5.04% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
142,545
shares
|
$29.7 Million
4.09% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
142,495
shares
|
$29.7 Million
4.9% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
142,261
shares
|
$29.7 Million
4.68% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
142,117
shares
|
$29.6 Million
3.7% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
141,999
shares
|
$29.6 Million
18.72% of portfolio
|
Q4 2022
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
141,369
shares
|
$29.5 Million
1.89% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
141,322
shares
|
$29.5 Million
3.22% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
141,310
shares
|
$29.5 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
141,173
shares
|
$29.5 Million
6.62% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
141,089
shares
|
$29.4 Million
4.88% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140,974
shares
|
$29.4 Million
2.74% of portfolio
|
Q2 2023
Reduced 2.82%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
140,950
shares
|
$29.4 Million
5.05% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
140,904
shares
|
$29.4 Million
2.33% of portfolio
|
Q1 2025
Added 1985.0%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
140,849
shares
|
$29.4 Million
2.71% of portfolio
|
Q1 2025
Reduced 1.44%
|