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 |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
1,830
shares
|
$470,547
0.01% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 01, 2025 Q2 2025 |
1,825
shares
|
$469,262
1.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
1,824
shares
|
$469,005
0.25% of portfolio
|
Q2 2025
Added 41.95%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
1,819
shares
|
$467,719
1.77% of portfolio
|
Q2 2025
Reduced 89.79%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
1,816
shares
|
$466,948
0.29% of portfolio
|
Q2 2025
Added 35.12%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2025 Q3 2025 |
1,809
shares
|
$465,148
0.18% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
1,802
shares
|
$463,348
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
1,795
shares
|
$461,548
0.44% of portfolio
|
Q2 2025
Reduced 95.03%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,793
shares
|
$461,034
0.03% of portfolio
|
Q3 2022
Added 1.36%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jul 16, 2025 Q2 2025 |
1,785
shares
|
$458,977
0.17% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
1,779
shares
|
$457,434
1.39% of portfolio
|
Q1 2023
Reduced 4.1%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
1,761
shares
|
$452,805
0.28% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,754
shares
|
$451,006
0.12% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
1,739
shares
|
$447,149
0.13% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
1,734
shares
|
$445,863
6.89% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
1,730
shares
|
$444,834
0.14% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
1,722
shares
|
$442,777
0.31% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
1,713
shares
|
$440,463
0.33% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
1,708
shares
|
$439,178
0.25% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,707
shares
|
$438,920
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
1,704
shares
|
$438,149
0.16% of portfolio
|
Q3 2020
Added 257.98%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
1,701
shares
|
$437,378
0.19% of portfolio
|
Q1 2025
Reduced 37.39%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,700
shares
|
$437,121
0.59% of portfolio
|
Q4 2022
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
1,677
shares
|
$431,207
0.3% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
1,675
shares
|
$430,692
0.17% of portfolio
|
Q1 2025
Reduced 9.7%
|