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 |
|---|---|---|---|---|---|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
96,868
shares
|
$20.3 Million
10.99% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
96,779
shares
|
$20.3 Million
11.19% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
96,701
shares
|
$20.3 Million
8.39% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
96,586
shares
|
$20.3 Million
4.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
96,384
shares
|
$20.2 Million
12.37% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
96,381
shares
|
$20.2 Million
6.04% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
96,249
shares
|
$20.2 Million
2.99% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
96,179
shares
|
$20.2 Million
4.54% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
96,165
shares
|
$20.2 Million
9.93% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
96,097
shares
|
$20.2 Million
4.72% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
96,004
shares
|
$20.2 Million
3.98% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
95,986
shares
|
$20.2 Million
3.09% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
95,727
shares
|
$20.1 Million
8.94% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
95,659
shares
|
$20.1 Million
3.08% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
95,601
shares
|
$20.1 Million
2.36% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
95,565
shares
|
$20.1 Million
4.52% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
95,484
shares
|
$20.1 Million
4.46% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
95,375
shares
|
$20 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
95,365
shares
|
$20 Million
6.8% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
95,207
shares
|
$20 Million
1.86% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
95,060
shares
|
$20 Million
9.19% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
94,967
shares
|
$19.9 Million
3.45% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
94,963
shares
|
$19.9 Million
3.49% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
94,932
shares
|
$19.9 Million
5.24% of portfolio
|
Q1 2025
Added 631.09%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
94,814
shares
|
$19.9 Million
6.65% of portfolio
|
Q2 2025
Reduced 0.16%
|