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 |
|---|---|---|---|---|---|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$257,130
0.12% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
994
shares
|
$255,587
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
987
shares
|
$253,787
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Aug 11, 2025 Q2 2025 |
982
shares
|
$252,501
0.03% of portfolio
|
Q2 2025
Reduced 98.66%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
977
shares
|
$251,216
0.09% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
976
shares
|
$250,958
0.0% of portfolio
|
Q2 2025
Added 254.91%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
964
shares
|
$247,873
10.65% of portfolio
|
Q4 2024
Reduced 98.24%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
927
shares
|
$238,359
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
886
shares
|
$227,817
0.1% of portfolio
|
Q2 2025
Reduced 48.13%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
860
shares
|
$221,131
2.57% of portfolio
|
Q1 2025
Reduced 64.02%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
837
shares
|
$215,217
0.08% of portfolio
|
Q3 2022
Reduced 27.53%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
813
shares
|
$209,046
0.15% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
739
shares
|
$190,019
0.19% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Ninepoint Partners LP
|
Aug 05, 2025 Q2 2025 |
734
shares
|
$188,733
0.03% of portfolio
|
Q2 2025
Reduced 84.26%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
733
shares
|
$188,476
0.09% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
706
shares
|
$181,533
0.08% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
704
shares
|
$181,019
0.09% of portfolio
|
Q1 2025
Reduced 27.94%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
688
shares
|
$176,905
0.08% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
641
shares
|
$164,820
0.11% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
588
shares
|
$151,192
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
588
shares
|
$151,192
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
567
shares
|
$145,792
0.06% of portfolio
|
Q2 2025
Reduced 99.51%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
561
shares
|
$144,249
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
560
shares
|
$143,992
0.05% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
518
shares
|
$133,193
0.05% of portfolio
|
Q2 2022
Added 26.96%
|