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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
86,154
shares
|
$18.1 Million
3.48% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
85,907
shares
|
$18 Million
3.13% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
85,900
shares
|
$18 Million
13.87% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
85,850
shares
|
$18 Million
2.14% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
85,676
shares
|
$18 Million
3.5% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
85,573
shares
|
$18 Million
5.05% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
85,497
shares
|
$18 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
85,468
shares
|
$17.9 Million
2.88% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
85,418
shares
|
$17.9 Million
2.03% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
85,127
shares
|
$17.9 Million
2.56% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
85,117
shares
|
$17.9 Million
5.55% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
85,097
shares
|
$17.9 Million
12.57% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
85,083
shares
|
$17.9 Million
4.56% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
85,077
shares
|
$17.9 Million
2.13% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
84,843
shares
|
$17.8 Million
8.88% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
84,801
shares
|
$17.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
84,619
shares
|
$17.8 Million
1.75% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Harbor Island Capital LLC
|
May 09, 2025 Q1 2025 |
84,515
shares
|
$17.7 Million
10.66% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
84,235
shares
|
$17.7 Million
5.13% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
84,224
shares
|
$17.7 Million
1.85% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
84,216
shares
|
$17.7 Million
4.86% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
84,138
shares
|
$17.7 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
83,988
shares
|
$17.6 Million
3.0% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
83,766
shares
|
$17.6 Million
7.12% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
83,679
shares
|
$17.6 Million
3.45% of portfolio
|
Q1 2024
Reduced 3.51%
|