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 |
|---|---|---|---|---|---|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
330,171
shares
|
$84.9 Million
5.39% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
329,924
shares
|
$84.8 Million
4.89% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
328,348
shares
|
$84.4 Million
3.49% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
327,931
shares
|
$84.3 Million
5.16% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
327,819
shares
|
$84.3 Million
4.71% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
327,064
shares
|
$84.1 Million
6.61% of portfolio
|
Q2 2025
Added 198.99%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
324,469
shares
|
$83.4 Million
7.31% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Baskin Financial Services Inc.
|
Jul 24, 2025 Q2 2025 |
323,965
shares
|
$83.3 Million
5.03% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
323,120
shares
|
$83.1 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
322,887
shares
|
$83 Million
3.83% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
322,877
shares
|
$83 Million
4.24% of portfolio
|
Q3 2023
Added 77.28%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
320,664
shares
|
$82.5 Million
7.56% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
320,418
shares
|
$82.4 Million
4.23% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
320,402
shares
|
$82.4 Million
4.91% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
320,092
shares
|
$82.3 Million
6.29% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
319,401
shares
|
$82.1 Million
4.81% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Aug 08, 2025 Q2 2025 |
319,400
shares
|
$82.1 Million
0.53% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
318,764
shares
|
$82 Million
4.6% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
318,445
shares
|
$81.9 Million
5.01% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
318,411
shares
|
$81.9 Million
3.35% of portfolio
|
Q2 2025
Reduced 35.73%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
318,283
shares
|
$81.8 Million
7.47% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
317,619
shares
|
$81.7 Million
3.13% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
317,506
shares
|
$81.6 Million
4.46% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
316,665
shares
|
$81.4 Million
4.87% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
316,386
shares
|
$81.4 Million
7.93% of portfolio
|
Q2 2025
Reduced 1.21%
|