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 |
|---|---|---|---|---|---|
|
Bender Robert & Associates
|
Jul 24, 2025 Q2 2025 |
298,598
shares
|
$76.8 Million
13.67% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
297,988
shares
|
$76.6 Million
4.06% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
297,910
shares
|
$76.6 Million
5.98% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
297,203
shares
|
$76.4 Million
3.02% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
296,481
shares
|
$76.2 Million
3.02% of portfolio
|
Q2 2025
Added 1234.6%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
296,355
shares
|
$76.2 Million
5.34% of portfolio
|
Q2 2025
Added 27.64%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
296,206
shares
|
$76.2 Million
5.39% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
296,123
shares
|
$76.1 Million
2.6% of portfolio
|
Q2 2025
Added 26.38%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
295,822
shares
|
$76.1 Million
7.76% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
295,218
shares
|
$75.9 Million
3.25% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
294,394
shares
|
$75.7 Million
3.88% of portfolio
|
Q2 2025
Reduced 21.19%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
293,968
shares
|
$75.6 Million
4.91% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
293,761
shares
|
$75.5 Million
4.51% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Guide Stone Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
293,577
shares
|
$75.5 Million
100.0% of portfolio
|
Q3 2022
Reduced 50.13%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
292,230
shares
|
$75.1 Million
1.53% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
291,582
shares
|
$75 Million
4.05% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
291,479
shares
|
$74.9 Million
4.66% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
291,353
shares
|
$74.9 Million
4.87% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
291,066
shares
|
$74.8 Million
5.21% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
General American Investors CO Inc
|
Aug 01, 2025 Q2 2025 |
291,000
shares
|
$74.8 Million
4.09% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
290,767
shares
|
$74.8 Million
9.51% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
290,087
shares
|
$74.6 Million
4.07% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
290,071
shares
|
$74.6 Million
9.51% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
288,549
shares
|
$74.2 Million
4.14% of portfolio
|
Q2 2025
Reduced 23.25%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
287,356
shares
|
$73.9 Million
4.43% of portfolio
|
Q2 2025
Added 51.66%
|