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 |
|---|---|---|---|---|---|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
64
shares
|
$16,296
0.01% of portfolio
|
Q1 2025
Reduced 89.13%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$14,768
0.03% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24
shares
|
$6,111
0.17% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
18
shares
|
$4,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
16
shares
|
$4,074
0.07% of portfolio
|
Q2 2025
Reduced 91.58%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Aug 14, 2025 Q2 2025 |
10
shares
|
$2,546
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Capco Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
8
shares
|
$2,037
0.0% of portfolio
|
Q2 2022
Reduced 99.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Astrantus Investment Management Srl
Milano, L6 |
Apr 05, 2023 Q1 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Jan 24, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|