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 |
|---|---|---|---|---|---|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
124,621
shares
|
$26 Million
7.41% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
124,397
shares
|
$26 Million
3.92% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
124,283
shares
|
$25.9 Million
2.41% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
124,233
shares
|
$25.9 Million
12.21% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
123,999
shares
|
$25.9 Million
2.42% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
123,901
shares
|
$25.8 Million
2.27% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
123,700
shares
|
$25.8 Million
6.47% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
123,671
shares
|
$25.8 Million
2.63% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
123,577
shares
|
$25.8 Million
5.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
123,572
shares
|
$25.8 Million
0.66% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
123,471
shares
|
$25.8 Million
5.9% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
123,465
shares
|
$25.8 Million
2.73% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
123,456
shares
|
$25.8 Million
5.74% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
123,305
shares
|
$25.7 Million
0.72% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
122,987
shares
|
$25.7 Million
3.8% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Linden Rose Investment LLC
|
Jan 24, 2023 Q4 2022 |
122,929
shares
|
$25.6 Million
42.9% of portfolio
|
Q4 2022
Reduced 4.99%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
122,776
shares
|
$25.6 Million
3.46% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
122,722
shares
|
$25.6 Million
2.87% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
122,567
shares
|
$25.6 Million
4.05% of portfolio
|
Q4 2022
Reduced 11.65%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
122,435
shares
|
$25.5 Million
0.25% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
May 13, 2025 Q1 2025 |
122,222
shares
|
$25.5 Million
2.01% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Diamant Asset Management, Inc.
|
May 15, 2025 Q1 2025 |
122,182
shares
|
$25.5 Million
20.74% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
122,171
shares
|
$25.5 Million
5.22% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
121,821
shares
|
$25.4 Million
1.84% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
121,792
shares
|
$25.4 Million
8.27% of portfolio
|
Q2 2025
Reduced 2.36%
|