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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
361,032
shares
|
$92.8 Million
4.96% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Aug 13, 2025 Q2 2025 |
360,852
shares
|
$92.8 Million
2.08% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
360,470
shares
|
$92.7 Million
2.92% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
359,651
shares
|
$92.5 Million
7.02% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
359,094
shares
|
$92.3 Million
6.05% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
357,701
shares
|
$92 Million
3.36% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
357,479
shares
|
$91.9 Million
0.45% of portfolio
|
Q2 2025
Added 99.46%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
356,812
shares
|
$91.7 Million
0.31% of portfolio
|
Q2 2025
Reduced 62.06%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
354,157
shares
|
$91.1 Million
6.8% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
353,133
shares
|
$90.8 Million
5.43% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
352,999
shares
|
$90.8 Million
0.75% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
352,169
shares
|
$90.6 Million
2.16% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
352,168
shares
|
$90.6 Million
5.5% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Alta Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
350,715
shares
|
$90.2 Million
4.16% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
349,630
shares
|
$89.9 Million
6.38% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
349,357
shares
|
$89.8 Million
5.07% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
349,004
shares
|
$89.7 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
348,499
shares
|
$89.6 Million
0.46% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
348,151
shares
|
$89.5 Million
4.49% of portfolio
|
Q2 2025
Added 30.13%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
347,382
shares
|
$89.3 Million
6.15% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
347,184
shares
|
$89.3 Million
2.32% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
346,321
shares
|
$89 Million
8.43% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
346,234
shares
|
$89 Million
1.71% of portfolio
|
Q2 2025
Reduced 60.01%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
346,027
shares
|
$89 Million
0.81% of portfolio
|
Q2 2025
Reduced 44.71%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
345,632
shares
|
$88.9 Million
3.79% of portfolio
|
Q2 2025
Added 0.12%
|