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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
64,302
shares
|
$13.7 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
64,280
shares
|
$13.7 Million
2.82% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jul 21, 2025 Q2 2025 |
64,219
shares
|
$13.6 Million
5.61% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
64,204
shares
|
$13.6 Million
6.29% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
64,191
shares
|
$13.6 Million
8.29% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
64,190
shares
|
$13.6 Million
9.75% of portfolio
|
Q1 2025
Added 72.05%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
64,179
shares
|
$13.6 Million
4.5% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
64,160
shares
|
$13.6 Million
3.42% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
64,047
shares
|
$13.6 Million
4.03% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
64,010
shares
|
$13.6 Million
14.53% of portfolio
|
Q2 2022
Reduced 1.99%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
63,847
shares
|
$13.6 Million
4.58% of portfolio
|
Q4 2022
Added 4.27%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
63,818
shares
|
$13.6 Million
6.84% of portfolio
|
Q1 2025
Added 51.08%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
63,762
shares
|
$13.5 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
63,707
shares
|
$13.5 Million
4.85% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
63,665
shares
|
$13.5 Million
7.1% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
63,615
shares
|
$13.5 Million
7.0% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
63,595
shares
|
$13.5 Million
3.5% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
63,577
shares
|
$13.5 Million
5.59% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
63,533
shares
|
$13.5 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
63,529
shares
|
$13.5 Million
1.56% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
63,524
shares
|
$13.5 Million
8.11% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
63,509
shares
|
$13.5 Million
10.83% of portfolio
|
Q3 2022
Reduced 2.34%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
63,491
shares
|
$13.5 Million
5.85% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
63,485
shares
|
$13.5 Million
4.73% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
63,274
shares
|
$13.4 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.94%
|