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 |
|---|---|---|---|---|---|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
2,414
shares
|
$620,711
0.18% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
2,407
shares
|
$618,911
0.45% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$617,112
0.04% of portfolio
|
Q3 2023
Reduced 43.66%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
2,386
shares
|
$613,512
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Rice Hall James & Associates, LLC
|
Aug 11, 2025 Q2 2025 |
2,385
shares
|
$613,255
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
2,379
shares
|
$611,712
0.05% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
2,368
shares
|
$608,883
0.32% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
2,365
shares
|
$608,112
0.41% of portfolio
|
Q4 2024
Added 208.63%
|
|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
2,360
shares
|
$606,826
0.34% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
2,359
shares
|
$606,569
0.81% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Weybosset Research & Management LLC
|
Jul 11, 2025 Q2 2025 |
2,358
shares
|
$606,312
0.18% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
2,357
shares
|
$606,055
1.09% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,353
shares
|
$605,026
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
2,351
shares
|
$604,512
0.12% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
2,339
shares
|
$601,427
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
2,331
shares
|
$599,370
0.19% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
2,320
shares
|
$596,541
0.42% of portfolio
|
Q1 2025
Reduced 36.66%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
2,318
shares
|
$596,027
0.32% of portfolio
|
Q1 2024
Added 31.56%
|
|
|
True Wealth Financial Partners
|
Aug 13, 2025 Q2 2025 |
2,312
shares
|
$594,484
0.26% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,312
shares
|
$594,484
0.01% of portfolio
|
Q2 2025
Added 73.57%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,308
shares
|
$593,456
0.61% of portfolio
|
Q1 2023
Reduced 70.98%
|
|
|
Jordan Park Trust CO LLC
Portsmouth, NH |
Jul 28, 2025 Q2 2025 |
2,302
shares
|
$591,913
0.44% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Bcr Wealth Strategies, LLC
|
Jul 24, 2025 Q2 2025 |
2,296
shares
|
$590,370
0.18% of portfolio
|
Q2 2025
Reduced 20.06%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
2,293
shares
|
$589,599
0.48% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
2,293
shares
|
$589,599
0.37% of portfolio
|
Q2 2025
Added 6.55%
|