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 |
|---|---|---|---|---|---|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
115,167
shares
|
$24.2 Million
5.39% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
115,053
shares
|
$24.2 Million
4.7% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
114,948
shares
|
$24.1 Million
2.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
114,939
shares
|
$24.1 Million
2.72% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
114,870
shares
|
$24.1 Million
7.43% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
114,709
shares
|
$24.1 Million
8.5% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
114,689
shares
|
$24.1 Million
3.04% of portfolio
|
Q2 2025
Reduced 44.08%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
114,649
shares
|
$24.1 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
114,608
shares
|
$24.1 Million
3.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
114,474
shares
|
$24 Million
6.55% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
114,418
shares
|
$24 Million
18.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
114,290
shares
|
$24 Million
5.04% of portfolio
|
Q1 2025
Reduced 95.32%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
114,250
shares
|
$24 Million
8.77% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
114,248
shares
|
$24 Million
6.91% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
114,186
shares
|
$24 Million
1.51% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
114,179
shares
|
$24 Million
3.19% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Wt Asset Management LTD
Hong Kong, K3 |
Apr 25, 2025 Q1 2025 |
114,100
shares
|
$24 Million
3.24% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
114,094
shares
|
$24 Million
2.15% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
113,958
shares
|
$23.9 Million
9.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
113,956
shares
|
$23.9 Million
2.88% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
113,789
shares
|
$23.9 Million
9.95% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
May 14, 2025 Q1 2025 |
113,780
shares
|
$23.9 Million
13.21% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
113,768
shares
|
$23.9 Million
2.47% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
113,598
shares
|
$23.9 Million
4.89% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
113,559
shares
|
$23.8 Million
4.99% of portfolio
|
Q1 2025
Reduced 1.55%
|