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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
344,807
shares
|
$88.7 Million
4.46% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
344,400
shares
|
$88.6 Million
7.91% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Aug 01, 2025 Q2 2025 |
343,650
shares
|
$88.4 Million
4.57% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
343,421
shares
|
$88.3 Million
5.6% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
343,293
shares
|
$88.3 Million
4.85% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
343,018
shares
|
$88.2 Million
4.55% of portfolio
|
Q3 2022
Reduced -0.0%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
341,099
shares
|
$87.7 Million
1.84% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
340,447
shares
|
$87.5 Million
3.62% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
340,073
shares
|
$87.4 Million
4.88% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
339,888
shares
|
$87.4 Million
2.53% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
339,870
shares
|
$87.4 Million
3.01% of portfolio
|
Q2 2025
Added 110.61%
|
|
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
Jul 21, 2025 Q2 2025 |
338,565
shares
|
$87.1 Million
4.31% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Campbell Newman Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
337,915
shares
|
$86.9 Million
5.82% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
337,580
shares
|
$86.8 Million
3.45% of portfolio
|
Q2 2022
Added 6.88%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
337,200
shares
|
$86.7 Million
4.68% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Aug 04, 2025 Q2 2025 |
334,785
shares
|
$86.1 Million
1.63% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
Aug 12, 2025 Q2 2025 |
334,550
shares
|
$86 Million
2.83% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Alleghany Corp
|
Nov 01, 2022 Q3 2022 |
333,856
shares
|
$85.8 Million
2.08% of portfolio
|
Q1 2021
Reduced 25.41%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
332,915
shares
|
$85.6 Million
19.98% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
332,700
shares
|
$85.5 Million
6.64% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
332,406
shares
|
$85.5 Million
0.81% of portfolio
|
Q2 2025
Reduced 30.1%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
331,965
shares
|
$85.4 Million
5.07% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
331,764
shares
|
$85.3 Million
28.73% of portfolio
|
Q2 2025
Added 332.49%
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Oct 02, 2025 Q2 2025 |
331,502
shares
|
$85.2 Million
64.4% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
331,020
shares
|
$85.1 Million
5.81% of portfolio
|
Q2 2025
Added 24.48%
|