Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,380 institutions that hold shares in the stock, with a total of 9.1 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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
136,390
shares
|
$28.5 Million
4.62% of portfolio
|
Q4 2022
Reduced 22.96%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
136,310
shares
|
$28.4 Million
8.5% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
136,261
shares
|
$28.4 Million
4.7% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
135,929
shares
|
$28.4 Million
8.51% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
135,900
shares
|
$28.4 Million
1.23% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
135,722
shares
|
$28.3 Million
5.44% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
135,648
shares
|
$28.3 Million
2.81% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
135,488
shares
|
$28.3 Million
1.07% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
135,478
shares
|
$28.3 Million
1.65% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
135,375
shares
|
$28.2 Million
5.04% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
135,293
shares
|
$28.2 Million
4.58% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
South Street Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
135,226
shares
|
$28.2 Million
4.92% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
135,005
shares
|
$28.2 Million
3.89% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
135,002
shares
|
$28.2 Million
8.16% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
134,945
shares
|
$28.2 Million
4.54% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
134,925
shares
|
$28.1 Million
2.04% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
134,874
shares
|
$28.1 Million
13.27% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Dnca Finance
Paris, I0 |
May 14, 2025 Q1 2025 |
134,800
shares
|
$28.1 Million
2.49% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
134,709
shares
|
$28.1 Million
8.11% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
134,655
shares
|
$28.1 Million
5.13% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
134,605
shares
|
$28.1 Million
11.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
134,593
shares
|
$28.1 Million
2.25% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
134,251
shares
|
$28 Million
7.67% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
134,050
shares
|
$28 Million
2.93% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
134,012
shares
|
$28 Million
2.81% of portfolio
|
Q1 2025
Added 4.72%
|