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 |
|---|---|---|---|---|---|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
2,990
shares
|
$768,818
1.29% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
2,983
shares
|
$767,018
0.61% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
2,976
shares
|
$765,218
0.31% of portfolio
|
Q2 2025
Added 96.44%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
2,975
shares
|
$764,961
0.35% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 26, 2025 Q2 2025 |
2,966
shares
|
$762,647
0.06% of portfolio
|
Q2 2025
Reduced 66.13%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
2,966
shares
|
$762,647
0.17% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
2,957
shares
|
$760,333
0.45% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
2,956
shares
|
$760,076
0.65% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
2,955
shares
|
$759,819
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
2,942
shares
|
$756,476
0.52% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
2,924
shares
|
$751,848
0.49% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
2,923
shares
|
$751,590
0.16% of portfolio
|
Q2 2025
Added 60.08%
|
|
|
American Asset Management Inc.
|
Aug 12, 2025 Q2 2025 |
2,910
shares
|
$748,248
2.76% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
2,906
shares
|
$747,219
0.38% of portfolio
|
Q1 2025
Added 5830.61%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
2,901
shares
|
$745,934
0.19% of portfolio
|
Q2 2025
Reduced 82.89%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jul 18, 2025 Q2 2025 |
2,898
shares
|
$745,162
0.51% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
2,882
shares
|
$741,048
0.42% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
2,880
shares
|
$740,534
0.19% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
2,880
shares
|
$740,534
0.49% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
2,872
shares
|
$738,477
0.32% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 18, 2025 Q2 2025 |
2,858
shares
|
$734,877
0.1% of portfolio
|
Q2 2025
Reduced 91.61%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
2,856
shares
|
$734,363
0.59% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,852
shares
|
$733,334
0.5% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,834
shares
|
$728,706
2.54% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
2,830
shares
|
$727,677
0.49% of portfolio
|
Q2 2025
Added 0.04%
|