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 |
|---|---|---|---|---|---|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
511
shares
|
$130,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
509
shares
|
$129,606
0.08% of portfolio
|
Q2 2025
Reduced 99.81%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
505
shares
|
$128,588
0.05% of portfolio
|
Q2 2025
Reduced 25.52%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$123,240
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
443
shares
|
$112,801
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
430
shares
|
$109,490
0.04% of portfolio
|
Q2 2025
Added 40.98%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$101,852
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
400
shares
|
$101,852
0.05% of portfolio
|
Q2 2025
Reduced 98.45%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
384
shares
|
$97,777
0.07% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
334
shares
|
$85,046
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
327
shares
|
$83,264
0.05% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
260
shares
|
$66,203
0.01% of portfolio
|
Q2 2025
Added 333.33%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
253
shares
|
$64,421
2.54% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Aug 13, 2025 Q2 2025 |
246
shares
|
$62,638
0.08% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
243
shares
|
$61,875
0.05% of portfolio
|
Q2 2025
Reduced 62.62%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$60,092
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
236
shares
|
$60,092
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
220
shares
|
$56,018
0.04% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$55,509
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$55,254
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
169
shares
|
$43,032
31.14% of portfolio
|
Q4 2023
Added 69.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
168
shares
|
$42,777
0.01% of portfolio
|
Q1 2025
Reduced 45.28%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
152
shares
|
$38,703
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
100
shares
|
$25,463
0.01% of portfolio
|
Q2 2025
Reduced 95.83%
|
|
|
Drystone LLC
|
Aug 06, 2025 Q2 2025 |
98
shares
|
$24,953
0.02% of portfolio
|
Q4 2021
New holding
|