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 |
|---|---|---|---|---|---|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
77,234
shares
|
$16.2 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
77,209
shares
|
$16.2 Million
2.62% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
77,129
shares
|
$16.2 Million
5.89% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
77,080
shares
|
$16.2 Million
7.44% of portfolio
|
Q1 2025
Added 52.78%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
77,012
shares
|
$16.2 Million
2.4% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
76,979
shares
|
$16.2 Million
6.48% of portfolio
|
Q3 2023
Added 1.24%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
76,838
shares
|
$16.1 Million
2.01% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
76,835
shares
|
$16.1 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
76,807
shares
|
$16.1 Million
8.35% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
76,710
shares
|
$16.1 Million
11.16% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
76,639
shares
|
$16.1 Million
2.62% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
76,590
shares
|
$16.1 Million
3.51% of portfolio
|
Q1 2025
Reduced 22.94%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
76,535
shares
|
$16.1 Million
0.43% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
76,524
shares
|
$16.1 Million
8.64% of portfolio
|
Q1 2023
Added 1.54%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
76,406
shares
|
$16 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
76,257
shares
|
$16 Million
2.12% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
76,246
shares
|
$16 Million
11.8% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
76,222
shares
|
$16 Million
2.69% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
76,155
shares
|
$16 Million
3.83% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
76,090
shares
|
$16 Million
6.21% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
76,083
shares
|
$16 Million
4.35% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
75,991
shares
|
$16 Million
6.44% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
75,926
shares
|
$15.9 Million
1.93% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
75,916
shares
|
$15.9 Million
6.04% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
75,803
shares
|
$15.9 Million
4.47% of portfolio
|
Q1 2025
Reduced 1.55%
|