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 |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
657,753
shares
|
$169 Million
1.59% of portfolio
|
Q2 2025
Added 37.98%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
653,509
shares
|
$168 Million
11.45% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
653,497
shares
|
$168 Million
2.69% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
653,458
shares
|
$168 Million
4.12% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
653,281
shares
|
$168 Million
6.12% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
652,688
shares
|
$168 Million
13.41% of portfolio
|
Q3 2023
Reduced 3.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
651,503
shares
|
$168 Million
4.2% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
651,076
shares
|
$167 Million
9.16% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
646,618
shares
|
$166 Million
5.84% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
645,781
shares
|
$166 Million
3.73% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
640,436
shares
|
$165 Million
3.39% of portfolio
|
Q4 2023
Added 3.09%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
628,239
shares
|
$162 Million
4.14% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
627,653
shares
|
$161 Million
2.98% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
623,357
shares
|
$160 Million
5.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
622,252
shares
|
$160 Million
4.78% of portfolio
|
Q3 2022
Added 3.99%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
621,827
shares
|
$160 Million
1.97% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
621,455
shares
|
$160 Million
2.91% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
616,693
shares
|
$159 Million
3.21% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
614,888
shares
|
$158 Million
7.35% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
611,355
shares
|
$157 Million
6.52% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
609,926
shares
|
$157 Million
3.36% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
608,612
shares
|
$156 Million
4.63% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
607,181
shares
|
$156 Million
4.27% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
606,903
shares
|
$156 Million
2.9% of portfolio
|
Q2 2025
Reduced 97.72%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
606,664
shares
|
$156 Million
3.69% of portfolio
|
Q2 2025
Reduced 3.6%
|