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 |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
4,304
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2025
Added 35.9%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
4,300
shares
|
$1.11 Million
0.67% of portfolio
|
Q3 2023
Reduced 2.49%
|
|
|
Rd Finance LTD
Limassol, G4 |
Aug 06, 2025 Q2 2025 |
4,300
shares
|
$1.11 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,287
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Added 40.24%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Aug 05, 2025 Q2 2025 |
4,261
shares
|
$1.1 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
4,259
shares
|
$1.1 Million
2.27% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
4,256
shares
|
$1.09 Million
0.55% of portfolio
|
Q4 2021
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,253
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
4,241
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
4,240
shares
|
$1.09 Million
0.7% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bck Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
4,239
shares
|
$1.09 Million
0.51% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,234
shares
|
$1.09 Million
0.71% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
4,218
shares
|
$1.08 Million
0.41% of portfolio
|
Q2 2025
Added 39.76%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
4,192
shares
|
$1.08 Million
0.37% of portfolio
|
Q1 2025
Reduced 38.94%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
4,187
shares
|
$1.08 Million
0.96% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
4,182
shares
|
$1.08 Million
0.49% of portfolio
|
Q2 2025
Reduced 71.78%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
4,182
shares
|
$1.08 Million
0.62% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
4,154
shares
|
$1.07 Million
0.65% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,148
shares
|
$1.07 Million
0.53% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
4,141
shares
|
$1.06 Million
0.64% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2025 Q2 2025 |
4,140
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2024
Reduced 67.27%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
4,130
shares
|
$1.06 Million
0.66% of portfolio
|
Q2 2025
Added 26.73%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
4,121
shares
|
$1.06 Million
0.37% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
4,119
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2025
Reduced 23.02%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
4,119
shares
|
$1.06 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.37%
|