Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,384 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 $1.91 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
118,424
shares
|
$24.9 Million
1.77% of portfolio
|
Q3 2021
Added 4.94%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
118,367
shares
|
$24.9 Million
5.89% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
117,859
shares
|
$24.8 Million
6.34% of portfolio
|
Q2 2022
Reduced 3.72%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
117,681
shares
|
$24.7 Million
3.2% of portfolio
|
Q3 2022
Added 3.11%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
117,678
shares
|
$24.7 Million
0.5% of portfolio
|
Q1 2025
Reduced 35.13%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
117,498
shares
|
$24.7 Million
3.17% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
117,497
shares
|
$24.7 Million
6.71% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
117,487
shares
|
$24.7 Million
7.06% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
117,378
shares
|
$24.7 Million
2.67% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
117,343
shares
|
$24.6 Million
23.15% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
117,245
shares
|
$24.6 Million
5.53% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
117,178
shares
|
$24.6 Million
5.04% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
117,149
shares
|
$24.6 Million
7.02% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
116,909
shares
|
$24.6 Million
2.56% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
116,796
shares
|
$24.5 Million
5.7% of portfolio
|
Q1 2023
Added 94.9%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
116,712
shares
|
$24.5 Million
3.51% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
116,410
shares
|
$24.4 Million
3.28% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
116,344
shares
|
$24.4 Million
4.71% of portfolio
|
Q1 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
116,215
shares
|
$24.4 Million
1.61% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
116,127
shares
|
$24.4 Million
3.02% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
116,099
shares
|
$24.4 Million
3.91% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
115,685
shares
|
$24.3 Million
0.83% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
115,669
shares
|
$24.3 Million
3.69% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
115,505
shares
|
$24.3 Million
7.19% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
115,275
shares
|
$24.2 Million
1.48% of portfolio
|
Q1 2025
Added 11.09%
|