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 |
|---|---|---|---|---|---|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
127,334
shares
|
$26.6 Million
9.11% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
127,314
shares
|
$26.6 Million
2.41% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
126,933
shares
|
$26.5 Million
1.37% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
126,858
shares
|
$26.5 Million
6.1% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
126,708
shares
|
$26.4 Million
6.65% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
126,664
shares
|
$26.4 Million
5.48% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
126,633
shares
|
$26.4 Million
6.36% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
126,570
shares
|
$26.4 Million
7.44% of portfolio
|
Q4 2022
Reduced 7.73%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
126,542
shares
|
$26.4 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
126,480
shares
|
$26.4 Million
2.11% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
126,426
shares
|
$26.4 Million
3.36% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
126,259
shares
|
$26.3 Million
2.41% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
126,232
shares
|
$26.3 Million
7.18% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
126,191
shares
|
$26.3 Million
5.14% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Nwi Management LP
New York, NY |
May 15, 2025 Q1 2025 |
126,100
shares
|
$26.3 Million
3.68% of portfolio
|
Q3 2024
Reduced 76.47%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
126,092
shares
|
$26.3 Million
2.82% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
125,931
shares
|
$26.3 Million
4.7% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
125,857
shares
|
$26.3 Million
5.66% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
125,720
shares
|
$26.2 Million
2.92% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
125,703
shares
|
$26.2 Million
0.9% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
125,703
shares
|
$26.2 Million
4.18% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
125,455
shares
|
$26.2 Million
3.35% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
125,008
shares
|
$26.1 Million
2.4% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
124,863
shares
|
$26 Million
13.24% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
124,639
shares
|
$26 Million
1.83% of portfolio
|
Q1 2025
Reduced 0.06%
|