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 |
|---|---|---|---|---|---|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
3,943
shares
|
$1.01 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
3,942
shares
|
$1.01 Million
1.8% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,937
shares
|
$1.01 Million
0.41% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
3,923
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
3,902
shares
|
$1 Million
0.77% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
3,895
shares
|
$1 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
3,878
shares
|
$997,150
0.85% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
3,862
shares
|
$993,036
0.05% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
3,848
shares
|
$989,436
0.75% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,841
shares
|
$987,636
0.13% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,834
shares
|
$985,836
0.38% of portfolio
|
Q2 2025
Reduced 19.81%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
3,831
shares
|
$985,065
0.4% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
3,790
shares
|
$974,522
1.08% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
3,786
shares
|
$973,494
0.54% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cmc Financial Group
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
3,779
shares
|
$971,694
2.76% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
3,777
shares
|
$971,180
0.39% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
3,775
shares
|
$970,665
1.3% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,775
shares
|
$970,665
0.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
3,750
shares
|
$964,237
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
3,750
shares
|
$964,237
0.28% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,742
shares
|
$962,180
0.11% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,738
shares
|
$961,151
0.41% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
3,720
shares
|
$956,523
0.47% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Aug 12, 2025 Q2 2025 |
3,718
shares
|
$956,009
1.21% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
3,718
shares
|
$956,009
0.49% of portfolio
|
Q2 2025
Added 75.54%
|