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 |
|---|---|---|---|---|---|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
81,671
shares
|
$17.2 Million
3.5% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
81,667
shares
|
$17.2 Million
2.54% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
81,640
shares
|
$17.1 Million
6.29% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
81,590
shares
|
$17.1 Million
4.95% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
81,566
shares
|
$17.1 Million
4.63% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
81,563
shares
|
$17.1 Million
12.62% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
81,416
shares
|
$17.1 Million
1.17% of portfolio
|
Q3 2023
Reduced 28.68%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
81,169
shares
|
$17 Million
4.49% of portfolio
|
Q1 2024
Reduced 47.18%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
81,089
shares
|
$17 Million
4.52% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
81,069
shares
|
$17 Million
5.19% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
81,046
shares
|
$17 Million
3.34% of portfolio
|
Q1 2024
Added 446.98%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
80,969
shares
|
$17 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.05%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
80,939
shares
|
$17 Million
3.18% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
80,909
shares
|
$17 Million
2.46% of portfolio
|
Q4 2022
Reduced 0.71%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
80,889
shares
|
$17 Million
2.5% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
80,856
shares
|
$17 Million
2.07% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Once Capital Management, LLC
|
May 09, 2025 Q1 2025 |
80,850
shares
|
$17 Million
8.23% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
80,628
shares
|
$16.9 Million
7.99% of portfolio
|
Q2 2025
Added 58.36%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
80,491
shares
|
$16.9 Million
4.05% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
80,430
shares
|
$16.9 Million
5.16% of portfolio
|
Q1 2025
Added 98.89%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
80,367
shares
|
$16.9 Million
3.86% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
80,266
shares
|
$16.9 Million
5.26% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
80,263
shares
|
$16.9 Million
0.92% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
80,257
shares
|
$16.9 Million
6.07% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
80,226
shares
|
$16.8 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.57%
|