Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,389 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 $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
69,645
shares
|
$14.8 Million
2.56% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
69,641
shares
|
$14.8 Million
4.64% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
69,638
shares
|
$14.8 Million
0.17% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
69,601
shares
|
$14.8 Million
3.25% of portfolio
|
Q1 2025
Added 79.58%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
69,516
shares
|
$14.8 Million
8.14% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
69,467
shares
|
$14.8 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
69,450
shares
|
$14.8 Million
4.31% of portfolio
|
Q2 2025
Added 30.85%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
69,424
shares
|
$14.8 Million
5.01% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
69,416
shares
|
$14.7 Million
1.78% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
69,362
shares
|
$14.7 Million
4.67% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
69,305
shares
|
$14.7 Million
3.08% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
69,239
shares
|
$14.7 Million
3.33% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
69,229
shares
|
$14.7 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
69,177
shares
|
$14.7 Million
7.69% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
69,169
shares
|
$14.7 Million
2.21% of portfolio
|
Q1 2025
Reduced 48.92%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
69,158
shares
|
$14.7 Million
1.79% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
69,156
shares
|
$14.7 Million
11.75% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
69,115
shares
|
$14.7 Million
6.16% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
69,094
shares
|
$14.7 Million
2.09% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
69,068
shares
|
$14.7 Million
0.98% of portfolio
|
Q4 2023
Added 2.54%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
68,883
shares
|
$14.6 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
68,873
shares
|
$14.6 Million
1.16% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
68,833
shares
|
$14.6 Million
5.82% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
68,821
shares
|
$14.6 Million
1.1% of portfolio
|
Q2 2025
Added 76.56%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
68,735
shares
|
$14.6 Million
5.42% of portfolio
|
Q1 2025
Added 120.89%
|