Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,393 institutions that hold shares in the stock, with a total of 9.13 Billion shares, which have been reported (via 13F filing form) to have a value of $1.95 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
4,937
shares
|
$1.06 Million
1.14% of portfolio
|
Q1 2025
Added 59.21%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
4,933
shares
|
$1.05 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
4,920
shares
|
$1.05 Million
1.66% of portfolio
|
Q1 2025
Added 20.15%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,912
shares
|
$1.05 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
4,910
shares
|
$1.05 Million
0.43% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
4,910
shares
|
$1.05 Million
0.65% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
4,907
shares
|
$1.05 Million
0.98% of portfolio
|
Q2 2025
Reduced 48.02%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
4,904
shares
|
$1.05 Million
0.33% of portfolio
|
Q1 2023
Added 2.59%
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
4,890
shares
|
$1.05 Million
0.89% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
4,882
shares
|
$1.04 Million
0.84% of portfolio
|
Q1 2025
Added 181.22%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
4,880
shares
|
$1.04 Million
0.52% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
4,876
shares
|
$1.04 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
May 15, 2025 Q1 2025 |
4,860
shares
|
$1.04 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
4,858
shares
|
$1.04 Million
1.38% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
4,858
shares
|
$1.04 Million
2.08% of portfolio
|
Q2 2025
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
4,855
shares
|
$1.04 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
4,838
shares
|
$1.03 Million
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
4,832
shares
|
$1.03 Million
0.67% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
4,831
shares
|
$1.03 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
4,815
shares
|
$1.03 Million
0.99% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,809
shares
|
$1.03 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
4,801
shares
|
$1.03 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
4,800
shares
|
$1.03 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Reaves W H & CO Inc
|
May 09, 2025 Q1 2025 |
4,800
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
4,800
shares
|
$1.03 Million
0.84% of portfolio
|
Q2 2025
Reduced 9.13%
|