Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,384 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 $1.91 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
2,535
shares
|
$532,400
0.4% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,516
shares
|
$528,410
0.32% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
2,513
shares
|
$527,780
0.38% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
2,513
shares
|
$527,780
0.51% of portfolio
|
Q1 2025
Reduced 80.56%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
2,506
shares
|
$526,310
2.61% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
2,500
shares
|
$525,050
0.01% of portfolio
|
Q1 2025
Reduced 76.73%
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
2,494
shares
|
$523,789
0.35% of portfolio
|
Q2 2022
Added 18.76%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,493
shares
|
$523,579
0.56% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
2,489
shares
|
$522,739
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
2,488
shares
|
$522,529
0.22% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,480
shares
|
$520,849
0.2% of portfolio
|
Q2 2025
Added 67.57%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
2,471
shares
|
$518,959
0.16% of portfolio
|
Q1 2025
Reduced 78.64%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
2,465
shares
|
$517,699
0.32% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Mint Tower Capital Management B.V.
|
May 15, 2025 Q1 2025 |
2,450
shares
|
$514,549
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,443
shares
|
$513,078
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
2,436
shares
|
$511,608
0.33% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
2,421
shares
|
$508,458
0.39% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
2,414
shares
|
$506,988
0.18% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,400
shares
|
$504,048
0.32% of portfolio
|
Q1 2025
Added 118.18%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
May 15, 2025 Q1 2025 |
2,400
shares
|
$504,048
0.04% of portfolio
|
Q3 2023
Reduced 43.66%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
2,400
shares
|
$504,048
0.07% of portfolio
|
Q1 2025
Added 2300.0%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
2,387
shares
|
$501,317
0.18% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
2,385
shares
|
$500,897
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
2,379
shares
|
$499,637
0.05% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
2,371
shares
|
$497,957
0.47% of portfolio
|
Q1 2025
Added 19.63%
|