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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
63,258
shares
|
$13.4 Million
2.33% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
May 15, 2025 Q1 2025 |
63,228
shares
|
$13.4 Million
2.6% of portfolio
|
Q1 2025
Added 26.16%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
63,219
shares
|
$13.4 Million
3.21% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
63,101
shares
|
$13.4 Million
3.3% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
63,010
shares
|
$13.4 Million
3.92% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
62,997
shares
|
$13.4 Million
3.13% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
62,947
shares
|
$13.4 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
62,918
shares
|
$13.4 Million
1.38% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
62,844
shares
|
$13.4 Million
7.28% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
62,816
shares
|
$13.3 Million
2.41% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
62,809
shares
|
$13.3 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
62,808
shares
|
$13.3 Million
4.82% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
62,680
shares
|
$13.3 Million
1.81% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
62,637
shares
|
$13.3 Million
11.35% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
62,633
shares
|
$13.3 Million
6.72% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
62,630
shares
|
$13.3 Million
1.71% of portfolio
|
Q1 2025
Added 64.04%
|
|
|
Muhlenkamp & CO Inc
|
May 13, 2025 Q1 2025 |
62,446
shares
|
$13.3 Million
4.79% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
62,418
shares
|
$13.3 Million
3.79% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Georgetown University
Washington, DC |
May 15, 2025 Q1 2025 |
62,346
shares
|
$13.2 Million
5.93% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
62,235
shares
|
$13.2 Million
3.47% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
62,212
shares
|
$13.2 Million
5.05% of portfolio
|
Q1 2025
Added 197.91%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
62,160
shares
|
$13.2 Million
2.65% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
62,141
shares
|
$13.2 Million
2.3% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
London & Capital Asset Management LTD
London, X0 |
May 15, 2025 Q1 2025 |
62,023
shares
|
$13.2 Million
1.23% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
62,001
shares
|
$13.2 Million
5.4% of portfolio
|
Q1 2025
Added 0.39%
|