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 |
|---|---|---|---|---|---|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
418,782
shares
|
$108 Million
8.13% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
418,763
shares
|
$108 Million
3.16% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
418,665
shares
|
$108 Million
8.58% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
417,772
shares
|
$107 Million
5.5% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
415,494
shares
|
$107 Million
3.35% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
413,721
shares
|
$106 Million
3.74% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
411,637
shares
|
$106 Million
2.07% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
410,637
shares
|
$106 Million
2.45% of portfolio
|
Q2 2025
Reduced 36.74%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
409,544
shares
|
$105 Million
2.08% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Hoffman, Alan N Investment Management
|
Jul 31, 2025 Q2 2025 |
409,468
shares
|
$105 Million
41.42% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
408,343
shares
|
$105 Million
5.39% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
407,457
shares
|
$105 Million
2.65% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
407,018
shares
|
$105 Million
7.73% of portfolio
|
Q2 2022
Reduced 2.61%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
406,816
shares
|
$105 Million
5.07% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
406,726
shares
|
$105 Million
4.59% of portfolio
|
Q2 2025
Added 86.96%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
406,063
shares
|
$104 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
404,964
shares
|
$104 Million
0.93% of portfolio
|
Q1 2025
Reduced 44.69%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
404,639
shares
|
$104 Million
5.51% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
403,635
shares
|
$104 Million
3.54% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Lgt Capital Partners Ltd.
|
Aug 08, 2025 Q2 2025 |
403,555
shares
|
$104 Million
3.77% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
401,172
shares
|
$103 Million
1.04% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
400,864
shares
|
$103 Million
5.82% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Wahed Invest LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
400,738
shares
|
$103 Million
13.08% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
398,562
shares
|
$102 Million
2.55% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
396,699
shares
|
$102 Million
0.83% of portfolio
|
Q2 2022
Added 1.09%
|