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 |
|---|---|---|---|---|---|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
129,750
shares
|
$27.1 Million
4.96% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
129,689
shares
|
$27.1 Million
8.25% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
129,612
shares
|
$27 Million
8.08% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
129,530
shares
|
$27 Million
4.65% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
129,324
shares
|
$27 Million
8.29% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
129,318
shares
|
$27 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
129,174
shares
|
$26.9 Million
2.13% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
129,136
shares
|
$26.9 Million
3.55% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
129,080
shares
|
$26.9 Million
5.34% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
128,720
shares
|
$26.9 Million
3.1% of portfolio
|
Q1 2025
Added 135.76%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
128,661
shares
|
$26.8 Million
1.57% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
128,610
shares
|
$26.8 Million
3.01% of portfolio
|
Q4 2022
Reduced 3.14%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
128,542
shares
|
$26.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
128,506
shares
|
$26.8 Million
2.35% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
128,482
shares
|
$26.8 Million
4.24% of portfolio
|
Q1 2025
Reduced 48.3%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
128,441
shares
|
$26.8 Million
5.95% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
128,032
shares
|
$26.7 Million
2.5% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
127,867
shares
|
$26.7 Million
5.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
127,804
shares
|
$26.7 Million
12.75% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Horiko Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
127,744
shares
|
$26.6 Million
8.36% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
127,676
shares
|
$26.6 Million
3.72% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
127,640
shares
|
$26.6 Million
3.88% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
127,474
shares
|
$26.6 Million
7.1% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
127,440
shares
|
$26.6 Million
2.61% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
127,374
shares
|
$26.6 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.14%
|