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 |
|---|---|---|---|---|---|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
72,460
shares
|
$15.2 Million
6.57% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
72,268
shares
|
$15.2 Million
4.75% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
72,231
shares
|
$15.2 Million
1.75% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
72,211
shares
|
$15.2 Million
2.09% of portfolio
|
Q4 2020
Added 2.2%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
72,188
shares
|
$15.2 Million
10.53% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
72,062
shares
|
$15.1 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
72,025
shares
|
$15.1 Million
7.77% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
72,010
shares
|
$15.1 Million
2.27% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
72,010
shares
|
$15.1 Million
7.04% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
71,998
shares
|
$15.1 Million
8.95% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
71,920
shares
|
$15.1 Million
5.99% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
71,894
shares
|
$15.1 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
71,886
shares
|
$15.1 Million
1.27% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
71,859
shares
|
$15.1 Million
1.04% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
71,822
shares
|
$15.1 Million
6.8% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
71,758
shares
|
$15.1 Million
10.62% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
71,700
shares
|
$15.1 Million
6.25% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
71,623
shares
|
$15 Million
4.43% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
71,599
shares
|
$15 Million
3.17% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
71,596
shares
|
$15 Million
5.41% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Lattice Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
71,434
shares
|
$15 Million
16.71% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
71,321
shares
|
$15 Million
8.02% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
71,236
shares
|
$15 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
71,118
shares
|
$14.9 Million
3.27% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
71,047
shares
|
$14.9 Million
4.18% of portfolio
|
Q2 2025
Reduced 2.34%
|