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 |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
113,446
shares
|
$23.8 Million
5.28% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
113,294
shares
|
$23.8 Million
7.32% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
113,190
shares
|
$23.8 Million
4.22% of portfolio
|
Q1 2025
Added 113.32%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
113,152
shares
|
$23.8 Million
2.41% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
113,000
shares
|
$23.7 Million
8.02% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
112,894
shares
|
$23.7 Million
1.91% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
112,859
shares
|
$23.7 Million
1.19% of portfolio
|
Q1 2025
Reduced 43.73%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
112,684
shares
|
$23.7 Million
10.99% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
112,648
shares
|
$23.7 Million
3.87% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
112,624
shares
|
$23.7 Million
10.9% of portfolio
|
Q1 2023
Reduced 1.15%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
112,607
shares
|
$23.6 Million
7.42% of portfolio
|
Q3 2023
Reduced 0.46%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
112,578
shares
|
$23.6 Million
1.88% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
112,542
shares
|
$23.6 Million
4.54% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
112,424
shares
|
$23.6 Million
3.17% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
112,412
shares
|
$23.6 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
112,400
shares
|
$23.6 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Insight Holdings Group, LLC
New York, NY |
May 15, 2025 Q1 2025 |
112,370
shares
|
$23.6 Million
1.96% of portfolio
|
Q1 2025
Reduced 31.93%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
112,113
shares
|
$23.5 Million
1.0% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
112,103
shares
|
$23.5 Million
1.2% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
112,046
shares
|
$23.5 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
111,794
shares
|
$23.5 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
111,607
shares
|
$23.4 Million
14.73% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
111,561
shares
|
$23.4 Million
7.94% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
111,517
shares
|
$23.4 Million
4.62% of portfolio
|
Q1 2025
Reduced 13.5%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
111,467
shares
|
$23.4 Million
5.79% of portfolio
|
Q1 2025
Reduced 0.35%
|