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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
78,710
shares
|
$16.5 Million
1.51% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
78,680
shares
|
$16.5 Million
5.71% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,644
shares
|
$16.5 Million
4.77% of portfolio
|
Q1 2023
Added 0.47%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
78,639
shares
|
$16.5 Million
19.11% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
78,618
shares
|
$16.5 Million
16.09% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
78,600
shares
|
$16.5 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
May 05, 2025 Q1 2025 |
78,578
shares
|
$16.5 Million
4.9% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
78,481
shares
|
$16.5 Million
1.61% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
78,408
shares
|
$16.5 Million
5.17% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
78,332
shares
|
$16.5 Million
2.43% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
78,317
shares
|
$16.4 Million
2.32% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
78,273
shares
|
$16.4 Million
5.32% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
78,247
shares
|
$16.4 Million
4.62% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
78,156
shares
|
$16.4 Million
5.92% of portfolio
|
Q1 2025
Reduced 87.2%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
78,143
shares
|
$16.4 Million
5.14% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
78,070
shares
|
$16.4 Million
3.52% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
77,992
shares
|
$16.4 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
77,919
shares
|
$16.4 Million
5.35% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
77,696
shares
|
$16.3 Million
5.04% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
77,691
shares
|
$16.3 Million
4.16% of portfolio
|
Q3 2023
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
77,684
shares
|
$16.3 Million
2.29% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
77,572
shares
|
$16.3 Million
5.11% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
77,480
shares
|
$16.3 Million
3.05% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
77,395
shares
|
$16.3 Million
2.93% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
77,246
shares
|
$16.2 Million
4.38% of portfolio
|
Q1 2025
Reduced 1.0%
|