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 |
|---|---|---|---|---|---|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
73,977
shares
|
$15.5 Million
2.16% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
73,967
shares
|
$15.5 Million
4.61% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
73,938
shares
|
$15.5 Million
3.99% of portfolio
|
Q1 2025
Added 3140.05%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
73,907
shares
|
$15.5 Million
2.84% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
73,853
shares
|
$15.5 Million
3.99% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
73,844
shares
|
$15.5 Million
3.79% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
73,813
shares
|
$15.5 Million
5.58% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
73,811
shares
|
$15.5 Million
2.27% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
73,811
shares
|
$15.5 Million
1.7% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
73,778
shares
|
$15.5 Million
1.65% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
73,767
shares
|
$15.5 Million
2.32% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
73,546
shares
|
$15.4 Million
3.33% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
73,522
shares
|
$15.4 Million
3.84% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
73,506
shares
|
$15.4 Million
6.91% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
73,423
shares
|
$15.4 Million
4.58% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
73,283
shares
|
$15.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
73,273
shares
|
$15.4 Million
5.75% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
73,168
shares
|
$15.4 Million
10.42% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
73,124
shares
|
$15.4 Million
3.62% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
73,111
shares
|
$15.4 Million
2.37% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 12, 2025 Q1 2025 |
73,089
shares
|
$15.4 Million
2.37% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
72,974
shares
|
$15.3 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
72,706
shares
|
$15.3 Million
1.09% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
72,599
shares
|
$15.2 Million
1.85% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
72,496
shares
|
$15.2 Million
2.44% of portfolio
|
Q1 2025
Added 8.43%
|