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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
91,699
shares
|
$19.3 Million
1.15% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
91,614
shares
|
$19.2 Million
3.38% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
91,608
shares
|
$19.2 Million
5.32% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
91,585
shares
|
$19.2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
91,468
shares
|
$19.2 Million
3.22% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
91,406
shares
|
$19.2 Million
9.46% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
91,298
shares
|
$19.2 Million
15.99% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
91,283
shares
|
$19.2 Million
4.41% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
91,236
shares
|
$19.2 Million
2.2% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
91,228
shares
|
$19.2 Million
7.38% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
90,901
shares
|
$19.1 Million
3.57% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
90,891
shares
|
$19.1 Million
3.11% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
90,882
shares
|
$19.1 Million
2.13% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
90,879
shares
|
$19.1 Million
13.17% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
90,852
shares
|
$19.1 Million
7.06% of portfolio
|
Q2 2022
Reduced 7.34%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
90,837
shares
|
$19.1 Million
5.54% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
90,800
shares
|
$19.1 Million
14.03% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
90,665
shares
|
$19 Million
4.06% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
90,530
shares
|
$19 Million
7.56% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
90,460
shares
|
$19 Million
3.07% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
90,441
shares
|
$19 Million
6.09% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
90,331
shares
|
$19 Million
5.86% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
90,167
shares
|
$18.9 Million
4.41% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
89,997
shares
|
$18.9 Million
2.17% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
89,908
shares
|
$18.9 Million
2.12% of portfolio
|
Q1 2025
Added 0.9%
|