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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
75,776
shares
|
$15.9 Million
0.54% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
75,738
shares
|
$15.9 Million
2.11% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jul 15, 2025 Q1 2025 |
75,649
shares
|
$15.9 Million
5.35% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
75,543
shares
|
$15.9 Million
2.56% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
75,533
shares
|
$15.9 Million
5.05% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
75,495
shares
|
$15.9 Million
4.88% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
75,446
shares
|
$15.8 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
75,437
shares
|
$15.8 Million
1.62% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
75,415
shares
|
$15.8 Million
5.7% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
75,382
shares
|
$15.8 Million
5.81% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
75,303
shares
|
$15.8 Million
2.95% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
75,290
shares
|
$15.8 Million
15.06% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
75,221
shares
|
$15.8 Million
7.46% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
75,008
shares
|
$15.8 Million
12.51% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
74,981
shares
|
$15.7 Million
4.45% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
74,912
shares
|
$15.7 Million
1.99% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
74,789
shares
|
$15.7 Million
2.77% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
74,515
shares
|
$15.6 Million
3.76% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
74,492
shares
|
$15.6 Million
6.88% of portfolio
|
Q4 2023
Reduced 63.66%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
74,146
shares
|
$15.6 Million
4.16% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
74,086
shares
|
$15.6 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
74,049
shares
|
$15.6 Million
3.46% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
74,042
shares
|
$15.6 Million
2.42% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
74,041
shares
|
$15.6 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
74,033
shares
|
$15.5 Million
5.9% of portfolio
|
Q1 2025
Reduced 2.87%
|