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 |
|---|---|---|---|---|---|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
87,848
shares
|
$18.4 Million
3.87% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
87,833
shares
|
$18.4 Million
11.69% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
87,768
shares
|
$18.4 Million
1.51% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
87,738
shares
|
$18.4 Million
2.7% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
87,734
shares
|
$18.4 Million
2.93% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
87,640
shares
|
$18.4 Million
2.34% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
87,573
shares
|
$18.4 Million
3.65% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
87,565
shares
|
$18.4 Million
4.52% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
87,541
shares
|
$18.4 Million
4.71% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Rheos Capital Works Inc.
|
Apr 14, 2025 Q1 2025 |
87,500
shares
|
$18.4 Million
1.58% of portfolio
|
Q1 2025
Added 35.66%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
87,483
shares
|
$18.4 Million
5.53% of portfolio
|
Q1 2025
Reduced 27.81%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
87,464
shares
|
$18.4 Million
4.21% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
87,449
shares
|
$18.4 Million
3.56% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
87,445
shares
|
$18.4 Million
8.95% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
87,364
shares
|
$18.3 Million
2.92% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
87,329
shares
|
$18.3 Million
6.92% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
87,259
shares
|
$18.3 Million
4.48% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Cv Advisors LLC
Aventura, FL |
Apr 22, 2025 Q1 2025 |
87,084
shares
|
$18.3 Million
6.8% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
86,941
shares
|
$18.3 Million
2.74% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
86,829
shares
|
$18.2 Million
9.53% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
86,745
shares
|
$18.2 Million
9.31% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
86,738
shares
|
$18.2 Million
6.96% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
86,722
shares
|
$18.2 Million
1.58% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
86,526
shares
|
$18.2 Million
3.06% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
86,220
shares
|
$18.1 Million
6.76% of portfolio
|
Q1 2025
Reduced 0.14%
|