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 |
|---|---|---|---|---|---|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
65,809
shares
|
$14 Million
4.23% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
65,804
shares
|
$14 Million
11.77% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
65,783
shares
|
$14 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
65,775
shares
|
$14 Million
2.82% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
65,739
shares
|
$14 Million
3.49% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
65,700
shares
|
$14 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
65,692
shares
|
$14 Million
8.22% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
65,463
shares
|
$13.9 Million
5.37% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
65,448
shares
|
$13.9 Million
3.2% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
65,283
shares
|
$13.9 Million
7.06% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
65,257
shares
|
$13.9 Million
2.89% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
65,136
shares
|
$13.8 Million
2.16% of portfolio
|
Q2 2025
Added 55.16%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
65,121
shares
|
$13.8 Million
5.84% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
65,113
shares
|
$13.8 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Unisphere Establishment
Vaduz, N2 |
May 15, 2025 Q1 2025 |
65,100
shares
|
$13.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 25.6%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
64,845
shares
|
$13.8 Million
3.07% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
64,797
shares
|
$13.8 Million
3.63% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
64,752
shares
|
$13.8 Million
2.95% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
64,681
shares
|
$13.7 Million
8.18% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
64,647
shares
|
$13.7 Million
3.39% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
64,511
shares
|
$13.7 Million
0.95% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
64,444
shares
|
$13.7 Million
3.97% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
64,367
shares
|
$13.7 Million
4.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
64,310
shares
|
$13.7 Million
8.5% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
64,310
shares
|
$13.7 Million
11.85% of portfolio
|
Q1 2025
Reduced 0.43%
|