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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
377,863
shares
|
$97.2 Million
3.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
377,472
shares
|
$97.1 Million
0.99% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
376,641
shares
|
$96.8 Million
5.32% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
376,225
shares
|
$96.7 Million
3.16% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
375,631
shares
|
$96.6 Million
2.95% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
375,345
shares
|
$96.5 Million
3.14% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
375,181
shares
|
$96.5 Million
3.23% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
374,479
shares
|
$96.3 Million
3.4% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
374,320
shares
|
$96.2 Million
15.04% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
374,283
shares
|
$96.2 Million
2.32% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
374,023
shares
|
$96.2 Million
6.45% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
373,340
shares
|
$96 Million
3.12% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
372,877
shares
|
$95.9 Million
4.27% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
372,033
shares
|
$95.7 Million
1.8% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Jul 07, 2025 Q2 2025 |
371,700
shares
|
$95.6 Million
8.09% of portfolio
|
Q2 2023
Added 21.87%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Aug 14, 2025 Q2 2025 |
369,280
shares
|
$95 Million
3.43% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
367,977
shares
|
$94.6 Million
4.71% of portfolio
|
Q4 2022
Reduced 1.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
367,807
shares
|
$94.6 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
367,156
shares
|
$94.4 Million
3.02% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
365,108
shares
|
$93.9 Million
2.66% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
363,107
shares
|
$93.4 Million
1.7% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
362,745
shares
|
$93.3 Million
2.81% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
362,628
shares
|
$93.2 Million
3.5% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
361,936
shares
|
$93.1 Million
11.64% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
361,224
shares
|
$92.9 Million
3.11% of portfolio
|
Q2 2025
Added 12.28%
|