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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
449,035
shares
|
$115 Million
3.13% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
448,471
shares
|
$115 Million
0.52% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
444,515
shares
|
$114 Million
1.41% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
443,169
shares
|
$114 Million
2.89% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
442,469
shares
|
$114 Million
29.73% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
440,698
shares
|
$113 Million
4.41% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
439,981
shares
|
$113 Million
2.62% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
439,429
shares
|
$113 Million
1.08% of portfolio
|
Q2 2025
Added 38.01%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
438,241
shares
|
$113 Million
3.8% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
436,387
shares
|
$112 Million
0.43% of portfolio
|
Q2 2025
Reduced 33.89%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
433,658
shares
|
$112 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
433,319
shares
|
$111 Million
5.51% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
432,839
shares
|
$111 Million
1.88% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
432,733
shares
|
$111 Million
9.86% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
432,458
shares
|
$111 Million
2.71% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
430,882
shares
|
$111 Million
6.86% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
430,331
shares
|
$111 Million
3.68% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
428,462
shares
|
$110 Million
2.89% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Crake Asset Management LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
428,000
shares
|
$110 Million
4.63% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
427,325
shares
|
$110 Million
6.11% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
424,084
shares
|
$109 Million
1.24% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
423,737
shares
|
$109 Million
2.83% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
423,047
shares
|
$109 Million
15.7% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Cincinnati Insurance CO
|
Aug 07, 2025 Q2 2025 |
420,000
shares
|
$108 Million
1.54% of portfolio
|
Q4 2024
Reduced 26.77%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
419,132
shares
|
$108 Million
3.6% of portfolio
|
Q2 2025
Added 3.45%
|