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 |
|---|---|---|---|---|---|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
94,778
shares
|
$19.9 Million
3.68% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
94,690
shares
|
$19.9 Million
4.01% of portfolio
|
Q1 2025
Reduced 14.28%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
94,464
shares
|
$19.8 Million
8.71% of portfolio
|
Q1 2025
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
94,392
shares
|
$19.8 Million
18.61% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
94,359
shares
|
$19.8 Million
1.85% of portfolio
|
Q1 2025
Added 23.24%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
94,278
shares
|
$19.8 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
94,258
shares
|
$19.8 Million
5.94% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
94,223
shares
|
$19.8 Million
5.83% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
May 13, 2025 Q1 2025 |
93,744
shares
|
$19.7 Million
5.08% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
93,742
shares
|
$19.7 Million
4.86% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
93,531
shares
|
$19.6 Million
6.54% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
93,226
shares
|
$19.6 Million
6.93% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
93,068
shares
|
$19.5 Million
4.08% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
93,044
shares
|
$19.5 Million
3.25% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
92,984
shares
|
$19.5 Million
0.54% of portfolio
|
Q1 2025
Reduced 55.81%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
92,962
shares
|
$19.5 Million
1.72% of portfolio
|
Q1 2025
Added 120.38%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
92,873
shares
|
$19.5 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
92,848
shares
|
$19.5 Million
6.59% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
92,629
shares
|
$19.5 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
92,625
shares
|
$19.5 Million
15.81% of portfolio
|
Q3 2022
Added 1692.63%
|
|
|
Absher Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
92,619
shares
|
$19.5 Million
2.79% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
92,431
shares
|
$19.4 Million
7.24% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
92,239
shares
|
$19.4 Million
4.58% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
91,964
shares
|
$19.3 Million
9.97% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
91,825
shares
|
$19.3 Million
3.91% of portfolio
|
Q2 2025
Added 1.8%
|