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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
99,534
shares
|
$20.9 Million
1.64% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
99,531
shares
|
$20.9 Million
3.86% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
99,528
shares
|
$20.9 Million
4.64% of portfolio
|
Q2 2023
Added 29.29%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
99,173
shares
|
$20.8 Million
1.27% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
98,957
shares
|
$20.8 Million
5.52% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
98,796
shares
|
$20.7 Million
2.28% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
98,776
shares
|
$20.7 Million
6.22% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
98,600
shares
|
$20.7 Million
5.17% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
98,232
shares
|
$20.6 Million
6.99% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
98,158
shares
|
$20.6 Million
6.98% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
97,964
shares
|
$20.6 Million
0.55% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
97,940
shares
|
$20.6 Million
7.52% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
97,923
shares
|
$20.6 Million
4.7% of portfolio
|
Q1 2025
Added 43.16%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
97,900
shares
|
$20.6 Million
1.67% of portfolio
|
Q2 2024
Added 8.66%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
97,875
shares
|
$20.6 Million
2.56% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
97,744
shares
|
$20.5 Million
4.34% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
97,457
shares
|
$20.5 Million
4.78% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Ug Investment Advisers Ltd.
Taipei, F5 |
Apr 21, 2025 Q1 2025 |
97,414
shares
|
$20.5 Million
5.94% of portfolio
|
Q1 2025
Reduced 51.93%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
97,411
shares
|
$20.5 Million
1.49% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
97,312
shares
|
$20.4 Million
3.07% of portfolio
|
Q2 2023
Added 1.63%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
97,201
shares
|
$20.4 Million
1.86% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
97,104
shares
|
$20.4 Million
5.07% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
97,032
shares
|
$20.4 Million
3.47% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
96,892
shares
|
$20.3 Million
11.04% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
96,870
shares
|
$20.3 Million
2.76% of portfolio
|
Q2 2025
Reduced 4.11%
|