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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
83,511
shares
|
$17.5 Million
4.65% of portfolio
|
Q2 2025
Reduced 24.35%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
83,238
shares
|
$17.5 Million
6.9% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
83,087
shares
|
$17.4 Million
10.8% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
83,082
shares
|
$17.4 Million
3.94% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
83,059
shares
|
$17.4 Million
7.6% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
83,015
shares
|
$17.4 Million
1.59% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
82,968
shares
|
$17.4 Million
1.14% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
82,799
shares
|
$17.4 Million
20.81% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
82,770
shares
|
$17.4 Million
1.48% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Osher Van De Voorde Investment Management
|
Jul 11, 2025 Q2 2025 |
82,719
shares
|
$17.4 Million
4.25% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
82,702
shares
|
$17.4 Million
0.79% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
82,625
shares
|
$17.4 Million
6.45% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
82,547
shares
|
$17.3 Million
10.34% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
82,543
shares
|
$17.3 Million
3.68% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
82,479
shares
|
$17.3 Million
3.4% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
82,391
shares
|
$17.3 Million
2.8% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
82,346
shares
|
$17.3 Million
2.15% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
82,242
shares
|
$17.3 Million
22.1% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
82,220
shares
|
$17.3 Million
4.64% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
82,160
shares
|
$17.3 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
82,118
shares
|
$17.2 Million
1.29% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
82,011
shares
|
$17.2 Million
7.18% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
81,887
shares
|
$17.2 Million
3.19% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
81,786
shares
|
$17.2 Million
2.3% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
81,753
shares
|
$17.2 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.38%
|