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 $2.38 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scholtz & Company, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
1,666
shares
|
$428,378
0.15% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,657
shares
|
$426,064
0.28% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
1,647
shares
|
$423,493
0.09% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,644
shares
|
$422,721
0.13% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Castellan Group
Louisville, KY |
Jul 24, 2025 Q2 2025 |
1,642
shares
|
$422,207
0.47% of portfolio
|
Q1 2025
Reduced 72.51%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
1,638
shares
|
$421,178
0.37% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
1,632
shares
|
$419,636
0.16% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
1,628
shares
|
$418,607
0.19% of portfolio
|
Q2 2025
Reduced 49.28%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
1,621
shares
|
$416,807
0.22% of portfolio
|
Q2 2025
Reduced 61.87%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,612
shares
|
$414,493
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,611
shares
|
$414,236
4.5% of portfolio
|
Q3 2022
Reduced 75.05%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
1,609
shares
|
$413,722
0.25% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,604
shares
|
$412,436
0.35% of portfolio
|
Q1 2025
Added 35.47%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
1,604
shares
|
$412,436
0.25% of portfolio
|
Q1 2025
Reduced 62.34%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
1,600
shares
|
$411,408
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
1,598
shares
|
$410,893
0.55% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
1,586
shares
|
$407,808
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Wealth Management
|
Jul 30, 2025 Q2 2025 |
1,580
shares
|
$406,265
0.16% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,577
shares
|
$405,494
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
1,572
shares
|
$404,208
0.07% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
1,572
shares
|
$404,208
0.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,570
shares
|
$403,694
0.12% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
1,567
shares
|
$402,922
0.13% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,565
shares
|
$402,408
0.33% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
1,561
shares
|
$401,379
0.14% of portfolio
|
Q1 2023
Added 0.06%
|