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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
101,786
shares
|
$21.4 Million
5.03% of portfolio
|
Q1 2025
Added 48.64%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
101,779
shares
|
$21.4 Million
4.79% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
101,564
shares
|
$21.3 Million
2.91% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
101,541
shares
|
$21.3 Million
2.65% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
101,538
shares
|
$21.3 Million
7.03% of portfolio
|
Q3 2023
Added 2.68%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
101,414
shares
|
$21.3 Million
1.59% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Ithaka Group LLC
Bethesda, MD |
May 09, 2025 Q1 2025 |
101,224
shares
|
$21.3 Million
4.64% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
101,104
shares
|
$21.2 Million
2.99% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
101,001
shares
|
$21.2 Million
2.39% of portfolio
|
Q1 2025
Added 34.63%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
100,859
shares
|
$21.2 Million
1.72% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
100,750
shares
|
$21.2 Million
12.86% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100,708
shares
|
$21.2 Million
5.75% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
100,707
shares
|
$21.2 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
100,572
shares
|
$21.1 Million
7.07% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
100,392
shares
|
$21.1 Million
3.23% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
100,383
shares
|
$21.1 Million
2.38% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
100,121
shares
|
$21 Million
3.97% of portfolio
|
Q2 2022
Reduced 16.49%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
99,943
shares
|
$21 Million
6.92% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
99,735
shares
|
$20.9 Million
6.83% of portfolio
|
Q2 2022
Reduced 2.48%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
99,707
shares
|
$20.9 Million
4.08% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
99,694
shares
|
$20.9 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
99,679
shares
|
$20.9 Million
1.83% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
99,670
shares
|
$20.9 Million
5.04% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
99,651
shares
|
$20.9 Million
0.55% of portfolio
|
Q1 2025
Reduced 60.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
99,620
shares
|
$20.9 Million
1.8% of portfolio
|
Q2 2025
Added 0.98%
|