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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
67,279
shares
|
$14.1 Million
3.87% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
67,271
shares
|
$14.1 Million
3.71% of portfolio
|
Q1 2025
Added 41.54%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
67,199
shares
|
$14.1 Million
5.76% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
67,195
shares
|
$14.1 Million
0.67% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
67,166
shares
|
$14.1 Million
1.66% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
67,060
shares
|
$14.1 Million
2.72% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
67,000
shares
|
$14.1 Million
5.42% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
66,685
shares
|
$14 Million
2.8% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
66,674
shares
|
$14 Million
2.48% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
66,666
shares
|
$14 Million
9.74% of portfolio
|
Q1 2025
New holding
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
66,603
shares
|
$14 Million
11.81% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
66,574
shares
|
$14 Million
6.64% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
66,540
shares
|
$14 Million
3.0% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
66,434
shares
|
$14 Million
1.11% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
66,429
shares
|
$14 Million
2.13% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
66,396
shares
|
$13.9 Million
2.86% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
66,394
shares
|
$13.9 Million
1.24% of portfolio
|
Q1 2025
Reduced 56.4%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
66,337
shares
|
$13.9 Million
6.24% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
66,287
shares
|
$13.9 Million
4.42% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66,268
shares
|
$13.9 Million
10.0% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
66,073
shares
|
$13.9 Million
2.99% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
66,039
shares
|
$13.9 Million
2.87% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
65,929
shares
|
$13.8 Million
6.28% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
65,847
shares
|
$13.8 Million
5.16% of portfolio
|
Q1 2025
Added 780.31%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
65,812
shares
|
$13.8 Million
3.2% of portfolio
|
Q2 2022
Reduced 1.15%
|