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 |
|---|---|---|---|---|---|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
133,992
shares
|
$28 Million
10.65% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
133,829
shares
|
$27.9 Million
5.27% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
133,678
shares
|
$27.9 Million
4.27% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
133,668
shares
|
$27.9 Million
15.11% of portfolio
|
Q1 2023
Reduced 4.37%
|
|
|
Stony Point Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
133,357
shares
|
$27.8 Million
3.09% of portfolio
|
Q1 2025
Added 172.96%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
133,327
shares
|
$27.8 Million
4.25% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
133,146
shares
|
$27.8 Million
2.47% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
132,950
shares
|
$27.7 Million
6.31% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
132,832
shares
|
$27.7 Million
1.54% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
132,756
shares
|
$27.7 Million
10.55% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
132,520
shares
|
$27.6 Million
3.62% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
132,387
shares
|
$27.6 Million
4.05% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
132,024
shares
|
$27.5 Million
4.81% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
131,628
shares
|
$27.5 Million
4.68% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
131,450
shares
|
$27.4 Million
3.65% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
131,238
shares
|
$27.4 Million
3.94% of portfolio
|
Q3 2022
Added 2970.61%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
131,141
shares
|
$27.4 Million
5.81% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
131,104
shares
|
$27.4 Million
2.05% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
131,030
shares
|
$27.3 Million
16.25% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
130,562
shares
|
$27.2 Million
2.14% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
130,481
shares
|
$27.2 Million
3.79% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
130,186
shares
|
$27.2 Million
2.6% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
130,116
shares
|
$27.1 Million
2.2% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
130,096
shares
|
$27.1 Million
2.76% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
129,951
shares
|
$27.1 Million
0.99% of portfolio
|
Q1 2025
Added 101.36%
|