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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
529,895
shares
|
$136 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
529,433
shares
|
$136 Million
6.1% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
529,406
shares
|
$136 Million
13.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
528,610
shares
|
$136 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
524,718
shares
|
$135 Million
5.26% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
524,195
shares
|
$135 Million
4.73% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
523,384
shares
|
$135 Million
7.37% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
521,839
shares
|
$134 Million
5.77% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
521,359
shares
|
$134 Million
0.23% of portfolio
|
Q2 2025
Reduced 55.81%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
519,744
shares
|
$134 Million
10.71% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
516,635
shares
|
$133 Million
4.27% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
516,017
shares
|
$133 Million
6.21% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
512,794
shares
|
$132 Million
32.99% of portfolio
|
Q3 2022
Added 3.55%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
512,536
shares
|
$132 Million
10.72% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
510,009
shares
|
$131 Million
1.83% of portfolio
|
Q2 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
509,203
shares
|
$131 Million
4.99% of portfolio
|
Q4 2022
Reduced 1.66%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
508,916
shares
|
$131 Million
2.71% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
507,505
shares
|
$130 Million
2.38% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
Prospect Hill Management, LLC
|
Aug 11, 2025 Q2 2025 |
506,986
shares
|
$130 Million
53.96% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
502,414
shares
|
$129 Million
2.97% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
499,316
shares
|
$128 Million
4.57% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
498,579
shares
|
$128 Million
10.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
498,516
shares
|
$128 Million
4.28% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
496,291
shares
|
$128 Million
5.52% of portfolio
|
Q2 2025
Reduced 33.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
495,427
shares
|
$127 Million
2.88% of portfolio
|
Q2 2025
Reduced 13.27%
|