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 |
|---|---|---|---|---|---|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
89,902
shares
|
$18.9 Million
12.18% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Nzs Capital, LLC
Denver, CO |
May 14, 2025 Q1 2025 |
89,823
shares
|
$18.9 Million
1.02% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
89,798
shares
|
$18.9 Million
5.53% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
89,676
shares
|
$18.8 Million
2.58% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
89,662
shares
|
$18.8 Million
4.35% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Nikko Asset Management Americas, Inc.
|
May 07, 2025 Q1 2025 |
89,465
shares
|
$18.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
89,402
shares
|
$18.8 Million
9.7% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Tenere Capital LLC
Denver, CO |
May 15, 2025 Q1 2025 |
89,320
shares
|
$18.8 Million
5.79% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
89,073
shares
|
$18.7 Million
6.35% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
89,066
shares
|
$18.7 Million
4.99% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
89,036
shares
|
$18.7 Million
1.58% of portfolio
|
Q1 2025
Added 32.8%
|
|
|
Stf Management LP
Frisco, TX |
May 13, 2025 Q1 2025 |
88,961
shares
|
$18.7 Million
9.49% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
88,920
shares
|
$18.7 Million
4.77% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
88,881
shares
|
$18.7 Million
0.97% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
88,865
shares
|
$18.7 Million
1.44% of portfolio
|
Q1 2025
Reduced 74.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
88,774
shares
|
$18.6 Million
1.43% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
88,643
shares
|
$18.6 Million
7.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
88,554
shares
|
$18.6 Million
1.87% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
88,540
shares
|
$18.6 Million
3.71% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
88,276
shares
|
$18.5 Million
4.88% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
88,218
shares
|
$18.5 Million
2.17% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
88,211
shares
|
$18.5 Million
2.57% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
May 15, 2025 Q1 2025 |
87,900
shares
|
$18.5 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
87,871
shares
|
$18.5 Million
9.43% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
87,861
shares
|
$18.5 Million
4.08% of portfolio
|
Q1 2025
Added 3.45%
|