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 |
|---|---|---|---|---|---|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,174
shares
|
$816,130
0.26% of portfolio
|
Q2 2025
Added 132.87%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
3,173
shares
|
$815,873
0.17% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,165
shares
|
$813,816
0.31% of portfolio
|
Q2 2025
Reduced 62.41%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
3,141
shares
|
$807,645
0.36% of portfolio
|
Q2 2025
Reduced 34.4%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
3,125
shares
|
$803,531
0.41% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
3,117
shares
|
$801,474
0.4% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Clark Estates Inc
New York, NY |
Aug 11, 2025 Q2 2025 |
3,111
shares
|
$799,931
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Thornburg Investment Management Inc
|
Aug 12, 2025 Q2 2025 |
3,103
shares
|
$797,874
0.01% of portfolio
|
Q1 2025
Reduced 26.95%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Aug 05, 2025 Q2 2025 |
3,103
shares
|
$797,874
0.67% of portfolio
|
Q2 2025
Added 64.7%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
3,100
shares
|
$797,103
0.14% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
3,098
shares
|
$796,588
0.37% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,092
shares
|
$795,045
0.04% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Sep 24, 2025 Q2 2025 |
3,090
shares
|
$794,531
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
3,086
shares
|
$793,503
0.24% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
3,086
shares
|
$793,503
0.37% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jul 31, 2025 Q2 2025 |
3,082
shares
|
$792,474
0.81% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,074
shares
|
$790,417
0.72% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
3,071
shares
|
$789,646
0.43% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
3,039
shares
|
$781,418
0.34% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Pacifica Capital Investments, LLC
|
Aug 13, 2025 Q2 2025 |
3,030
shares
|
$779,103
0.18% of portfolio
|
Q2 2025
Reduced 45.31%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Aug 18, 2025 Q2 2025 |
3,015
shares
|
$775,246
0.09% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
3,007
shares
|
$773,189
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
3,006
shares
|
$772,932
0.78% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
3,000
shares
|
$771,390
0.25% of portfolio
|
Q3 2022
Reduced 28.57%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$771,390
0.25% of portfolio
|
Q2 2024
New holding
|