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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
107,015
shares
|
$22.5 Million
3.14% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
106,853
shares
|
$22.4 Million
4.08% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
106,652
shares
|
$22.4 Million
0.83% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
106,605
shares
|
$22.4 Million
2.67% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
106,542
shares
|
$22.4 Million
3.23% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
106,429
shares
|
$22.4 Million
9.9% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
106,293
shares
|
$22.3 Million
5.9% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
106,220
shares
|
$22.3 Million
11.57% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
106,197
shares
|
$22.3 Million
0.55% of portfolio
|
Q1 2025
Added 74.52%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
106,134
shares
|
$22.3 Million
24.8% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
106,093
shares
|
$22.3 Million
2.08% of portfolio
|
Q1 2025
Added 27.34%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
105,504
shares
|
$22.2 Million
3.03% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
105,396
shares
|
$22.1 Million
2.97% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
105,201
shares
|
$22.1 Million
1.96% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
105,163
shares
|
$22.1 Million
3.69% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
105,130
shares
|
$22.1 Million
5.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
105,018
shares
|
$22.1 Million
1.58% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
104,995
shares
|
$22.1 Million
5.07% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
104,950
shares
|
$22 Million
3.79% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
104,933
shares
|
$22 Million
1.64% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
104,687
shares
|
$22 Million
3.58% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
104,642
shares
|
$22 Million
3.69% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
104,377
shares
|
$21.9 Million
6.96% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
104,353
shares
|
$21.9 Million
5.91% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
104,302
shares
|
$21.9 Million
3.03% of portfolio
|
Q1 2025
Added 5.25%
|