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 |
|---|---|---|---|---|---|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
2,285
shares
|
$587,542
0.37% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
2,281
shares
|
$586,513
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
2,275
shares
|
$584,970
0.09% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
2,266
shares
|
$582,656
0.26% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
2,265
shares
|
$582,399
0.38% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
2,247
shares
|
$577,771
0.24% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
2,238
shares
|
$575,456
0.37% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,222
shares
|
$571,342
0.14% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,215
shares
|
$569,542
0.12% of portfolio
|
Q1 2025
Added 63.47%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
2,201
shares
|
$565,943
0.33% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Pembroke Management, LTD
|
Aug 07, 2025 Q2 2025 |
2,198
shares
|
$565,171
0.06% of portfolio
|
Q2 2025
Added 139.96%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Aug 05, 2025 Q2 2025 |
2,188
shares
|
$562,600
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
2,185
shares
|
$561,829
0.27% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Brooktree Capital Management
|
Aug 06, 2025 Q2 2025 |
2,175
shares
|
$559,257
0.3% of portfolio
|
Q2 2025
Reduced 31.02%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
2,167
shares
|
$557,200
0.01% of portfolio
|
Q2 2025
Reduced 78.16%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
2,166
shares
|
$556,943
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
2,163
shares
|
$556,172
0.35% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
2,160
shares
|
$555,400
0.38% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
2,160
shares
|
$555,400
0.36% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
2,156
shares
|
$554,372
0.31% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
2,151
shares
|
$553,086
0.43% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Green Alpha Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,141
shares
|
$550,515
0.5% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
2,140
shares
|
$550,258
0.31% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,129
shares
|
$547,429
1.0% of portfolio
|
Q2 2023
Added 6.4%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
2,128
shares
|
$547,172
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|