Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,389 institutions that hold shares in the stock, with a total of 9.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
3,296
shares
|
$700,334
0.41% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,293
shares
|
$699,696
0.33% of portfolio
|
Q1 2025
Added 185.11%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
3,290
shares
|
$699,059
0.63% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
3,286
shares
|
$698,209
0.5% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,276
shares
|
$696,084
0.05% of portfolio
|
Q1 2025
Added 23.53%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
3,274
shares
|
$695,659
0.51% of portfolio
|
Q1 2025
Reduced 43.09%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
3,270
shares
|
$694,809
0.49% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
3,268
shares
|
$694,384
0.33% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
3,263
shares
|
$693,322
0.59% of portfolio
|
Q1 2025
Reduced 31.78%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
3,261
shares
|
$692,897
0.45% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,260
shares
|
$692,684
0.36% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
3,259
shares
|
$692,472
0.65% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
3,258
shares
|
$692,259
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
3,245
shares
|
$689,497
0.25% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
3,245
shares
|
$689,497
0.95% of portfolio
|
Q1 2025
Reduced 35.13%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
3,237
shares
|
$687,797
0.4% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
3,231
shares
|
$686,522
0.66% of portfolio
|
Q1 2025
Added 78.51%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
3,230
shares
|
$686,310
0.64% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
3,221
shares
|
$684,398
0.45% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
3,216
shares
|
$683,335
0.47% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
3,210
shares
|
$682,060
0.42% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
3,205
shares
|
$680,998
0.51% of portfolio
|
Q1 2024
Reduced 17.84%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
3,201
shares
|
$680,148
0.47% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,188
shares
|
$677,386
0.27% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
3,176
shares
|
$674,836
0.44% of portfolio
|
Q2 2025
Reduced 0.06%
|