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 |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
140,627
shares
|
$29.3 Million
9.72% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
139,860
shares
|
$29.2 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
139,582
shares
|
$29.1 Million
12.42% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
139,523
shares
|
$29.1 Million
9.33% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
139,514
shares
|
$29.1 Million
3.88% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
139,494
shares
|
$29.1 Million
7.5% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
139,484
shares
|
$29.1 Million
13.16% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
139,458
shares
|
$29.1 Million
3.12% of portfolio
|
Q2 2023
Added 2.21%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
139,264
shares
|
$29.1 Million
2.68% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
139,245
shares
|
$29 Million
2.98% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
139,120
shares
|
$29 Million
3.1% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
138,991
shares
|
$29 Million
8.92% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
138,695
shares
|
$28.9 Million
9.63% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
138,692
shares
|
$28.9 Million
1.62% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
138,600
shares
|
$28.9 Million
3.37% of portfolio
|
Q4 2024
Added 21.65%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
138,501
shares
|
$28.9 Million
9.38% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
138,314
shares
|
$28.9 Million
9.82% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
138,201
shares
|
$28.8 Million
4.22% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
137,988
shares
|
$28.8 Million
3.26% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
137,928
shares
|
$28.8 Million
4.65% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
137,506
shares
|
$28.7 Million
21.28% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
136,853
shares
|
$28.6 Million
4.56% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
136,628
shares
|
$28.5 Million
13.19% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
136,618
shares
|
$28.5 Million
4.17% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
136,395
shares
|
$28.5 Million
5.92% of portfolio
|
Q2 2025
Added 0.09%
|