Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,479 institutions that hold shares in the stock, with a total of 9.35 Billion shares, which have been reported (via 13F filing form) to have a value of $2.4 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
5,067
shares
|
$1.3 Million
0.2% of portfolio
|
Q4 2023
Reduced 13.64%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
5,065
shares
|
$1.3 Million
0.64% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,055
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2024
Added 30.38%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
5,038
shares
|
$1.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
5,010
shares
|
$1.29 Million
0.62% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.89%
|
|
|
Lane Generational LLC
|
Jul 31, 2025 Q2 2025 |
4,987
shares
|
$1.28 Million
1.29% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
4,986
shares
|
$1.28 Million
1.06% of portfolio
|
Q2 2025
Reduced 46.16%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
4,977
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
4,974
shares
|
$1.28 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
4,960
shares
|
$1.28 Million
1.68% of portfolio
|
Q2 2025
Reduced 80.92%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
4,960
shares
|
$1.28 Million
0.61% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
4,952
shares
|
$1.27 Million
3.21% of portfolio
|
Q1 2025
Added 88.65%
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,952
shares
|
$1.27 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,951
shares
|
$1.27 Million
0.38% of portfolio
|
Q4 2024
Reduced 58.67%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
4,950
shares
|
$1.27 Million
0.43% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
4,950
shares
|
$1.27 Million
0.35% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Sep 30, 2025 Q2 2025 |
4,940
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.13%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
4,938
shares
|
$1.27 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
4,937
shares
|
$1.27 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
|
$1.27 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
4,920
shares
|
$1.27 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
|
$1.26 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
4,910
shares
|
$1.26 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
|
$1.26 Million
0.65% of portfolio
|
Q2 2025
Added 4.22%
|