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 |
|---|---|---|---|---|---|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
3,520
shares
|
$905,097
0.38% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
3,518
shares
|
$904,583
0.55% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,517
shares
|
$904,326
0.82% of portfolio
|
Q2 2022
Reduced 32.8%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,513
shares
|
$903,297
0.25% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,501
shares
|
$900,212
0.2% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Hoya Capital Real Estate, LLC
|
Aug 01, 2025 Q2 2025 |
3,500
shares
|
$899,955
13.66% of portfolio
|
Q4 2021
New holding
|
|
|
Phraction Management LLC
Stamford, CT |
Jul 21, 2025 Q2 2025 |
3,500
shares
|
$899,955
0.26% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
3,500
shares
|
$899,955
0.49% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
3,500
shares
|
$899,955
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
3,491
shares
|
$897,640
0.06% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
3,484
shares
|
$895,840
0.27% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
3,483
shares
|
$895,583
0.34% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
3,477
shares
|
$894,041
0.37% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
3,475
shares
|
$893,526
0.6% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
3,473
shares
|
$893,012
0.22% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
3,462
shares
|
$890,184
0.13% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
3,458
shares
|
$889,155
0.53% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
3,449
shares
|
$886,841
0.38% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
3,441
shares
|
$884,784
0.59% of portfolio
|
Q2 2025
Added 45.56%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
3,438
shares
|
$884,012
0.24% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
3,428
shares
|
$881,441
0.43% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
3,427
shares
|
$881,184
0.28% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Keating Investment Counselors Inc
|
Aug 07, 2025 Q2 2025 |
3,426
shares
|
$880,927
0.32% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
3,420
shares
|
$879,384
0.11% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Salzhauer Michael
|
Aug 14, 2025 Q2 2025 |
3,418
shares
|
$878,870
0.29% of portfolio
|
Q4 2023
Reduced 0.29%
|