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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
70,833
shares
|
$14.9 Million
2.07% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
70,832
shares
|
$14.9 Million
6.6% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
70,804
shares
|
$14.9 Million
0.66% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
70,788
shares
|
$14.9 Million
4.67% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
70,787
shares
|
$14.9 Million
1.4% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
70,727
shares
|
$14.9 Million
2.55% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
70,712
shares
|
$14.9 Million
4.17% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
70,647
shares
|
$14.8 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
70,644
shares
|
$14.8 Million
0.85% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
70,635
shares
|
$14.8 Million
7.91% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
70,456
shares
|
$14.8 Million
5.28% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
70,416
shares
|
$14.8 Million
8.43% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
70,386
shares
|
$14.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 40.61%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
70,360
shares
|
$14.8 Million
4.05% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
70,058
shares
|
$14.7 Million
2.4% of portfolio
|
Q1 2025
Reduced 40.04%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
69,838
shares
|
$14.7 Million
0.6% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
69,834
shares
|
$14.7 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
69,824
shares
|
$14.7 Million
3.41% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
69,793
shares
|
$14.7 Million
3.45% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
69,739
shares
|
$14.6 Million
5.41% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
69,723
shares
|
$14.6 Million
8.38% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
69,716
shares
|
$14.6 Million
5.48% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
69,687
shares
|
$14.6 Million
3.73% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
69,680
shares
|
$14.6 Million
3.16% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
69,645
shares
|
$14.6 Million
2.56% of portfolio
|
Q1 2025
Reduced 4.18%
|