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 |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
109,775
shares
|
$23.1 Million
5.13% of portfolio
|
Q1 2025
Added 54.2%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
109,755
shares
|
$23.1 Million
1.81% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
109,410
shares
|
$23 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
109,390
shares
|
$23 Million
4.55% of portfolio
|
Q1 2025
Reduced 49.19%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
109,347
shares
|
$23 Million
6.82% of portfolio
|
Q2 2025
Reduced 54.47%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
109,242
shares
|
$22.9 Million
5.04% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
109,019
shares
|
$22.9 Million
2.09% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
108,999
shares
|
$22.9 Million
5.5% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
108,916
shares
|
$22.9 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
108,750
shares
|
$22.8 Million
4.35% of portfolio
|
Q2 2023
Reduced 1.57%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
108,554
shares
|
$22.8 Million
6.98% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
108,395
shares
|
$22.8 Million
2.41% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
108,270
shares
|
$22.7 Million
6.88% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 09, 2025 Q1 2025 |
108,247
shares
|
$22.7 Million
13.24% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
108,119
shares
|
$22.7 Million
5.37% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
107,915
shares
|
$22.7 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
107,810
shares
|
$22.6 Million
2.23% of portfolio
|
Q1 2025
Added 38.66%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
107,786
shares
|
$22.6 Million
2.27% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
May 12, 2025 Q1 2025 |
107,690
shares
|
$22.6 Million
6.13% of portfolio
|
Q1 2025
Added 25.42%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
107,651
shares
|
$22.6 Million
2.04% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
107,551
shares
|
$22.6 Million
8.15% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
107,525
shares
|
$22.6 Million
3.16% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
107,351
shares
|
$22.5 Million
6.31% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
107,165
shares
|
$22.5 Million
3.42% of portfolio
|
Q1 2025
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
107,034
shares
|
$22.5 Million
10.29% of portfolio
|
Q1 2025
Reduced 1.42%
|