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 |
|---|---|---|---|---|---|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
3,286
shares
|
$844,929
0.5% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
3,275
shares
|
$842,100
0.39% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
3,270
shares
|
$840,815
0.03% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
3,270
shares
|
$840,815
0.49% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
3,268
shares
|
$840,300
0.33% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
3,261
shares
|
$838,500
0.45% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,260
shares
|
$838,243
0.36% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
3,258
shares
|
$837,729
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
3,238
shares
|
$832,586
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
3,237
shares
|
$832,329
0.4% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
3,233
shares
|
$831,301
0.6% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
3,232
shares
|
$831,044
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
3,230
shares
|
$830,529
0.57% of portfolio
|
Q2 2025
Reduced 49.71%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,221
shares
|
$828,215
0.16% of portfolio
|
Q2 2025
Added 30.35%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
3,221
shares
|
$828,215
0.45% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
3,216
shares
|
$826,930
0.47% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,215
shares
|
$826,672
0.55% of portfolio
|
Q2 2025
Reduced 22.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
3,215
shares
|
$826,672
0.32% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
3,199
shares
|
$822,558
0.21% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
3,193
shares
|
$821,016
0.22% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,193
shares
|
$821,016
0.23% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
3,192
shares
|
$820,758
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
3,187
shares
|
$819,473
0.36% of portfolio
|
Q2 2025
Added 45.79%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Jul 28, 2025 Q2 2025 |
3,180
shares
|
$817,673
0.28% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
3,176
shares
|
$816,644
0.44% of portfolio
|
Q2 2025
Reduced 0.06%
|