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 |
|---|---|---|---|---|---|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
2,582
shares
|
$663,909
0.33% of portfolio
|
Q2 2025
Added 122.39%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
2,580
shares
|
$663,395
0.21% of portfolio
|
Q2 2025
Added 47.94%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
2,573
shares
|
$661,595
0.21% of portfolio
|
Q2 2025
Reduced 58.6%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
2,573
shares
|
$661,595
0.35% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
2,567
shares
|
$660,052
0.3% of portfolio
|
Q2 2025
Added 50.47%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
2,544
shares
|
$654,138
0.28% of portfolio
|
Q2 2025
Added 63.5%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
2,542
shares
|
$653,624
0.19% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Sep 25, 2025 Q2 2025 |
2,518
shares
|
$647,453
0.32% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,516
shares
|
$646,939
0.32% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Coerente Capital Management
|
Jul 24, 2025 Q2 2025 |
2,510
shares
|
$645,396
0.1% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Knott David M Jr
Syosset, NY |
Aug 11, 2025 Q2 2025 |
2,494
shares
|
$641,282
0.32% of portfolio
|
Q2 2022
Added 18.76%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Aug 12, 2025 Q2 2025 |
2,490
shares
|
$640,253
0.34% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
2,488
shares
|
$639,739
0.22% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
2,485
shares
|
$638,968
0.3% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
2,485
shares
|
$638,968
0.27% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Spg Advisors LLC
Kirkland, WA |
Aug 18, 2025 Q2 2025 |
2,485
shares
|
$638,968
6.11% of portfolio
|
Q2 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
2,484
shares
|
$638,710
0.35% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,480
shares
|
$637,682
0.2% of portfolio
|
Q2 2025
Added 67.57%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Aug 07, 2025 Q2 2025 |
2,477
shares
|
$636,911
0.04% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
2,466
shares
|
$634,082
0.21% of portfolio
|
Q2 2025
Reduced 35.65%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
2,465
shares
|
$633,825
0.32% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
2,447
shares
|
$629,197
0.22% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,443
shares
|
$628,168
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
2,436
shares
|
$626,368
0.33% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
2,424
shares
|
$623,283
0.16% of portfolio
|
Q2 2025
Added 1.55%
|