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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
287,069
shares
|
$73.8 Million
4.48% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
285,813
shares
|
$73.5 Million
4.07% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
284,413
shares
|
$73.1 Million
17.44% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
284,231
shares
|
$73.1 Million
20.29% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
284,078
shares
|
$73 Million
4.43% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
282,749
shares
|
$72.7 Million
4.8% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
282,311
shares
|
$72.6 Million
4.12% of portfolio
|
Q3 2022
Added 9771.01%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
282,298
shares
|
$72.6 Million
2.61% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
281,425
shares
|
$72.4 Million
3.32% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
280,988
shares
|
$72.3 Million
8.11% of portfolio
|
Q1 2024
Added 304.48%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
280,638
shares
|
$72.2 Million
4.9% of portfolio
|
Q1 2024
Reduced 4.44%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
279,045
shares
|
$71.8 Million
1.04% of portfolio
|
Q2 2025
Added 57.52%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
278,958
shares
|
$71.7 Million
13.73% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
278,001
shares
|
$71.5 Million
2.65% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
277,695
shares
|
$71.4 Million
1.66% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
277,624
shares
|
$71.4 Million
5.82% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
277,485
shares
|
$71.3 Million
1.59% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
277,438
shares
|
$71.3 Million
4.97% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
276,659
shares
|
$71.1 Million
4.13% of portfolio
|
Q4 2023
Added 14.76%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
276,491
shares
|
$71.1 Million
0.01% of portfolio
|
Q2 2025
Added 3224.81%
|
|
|
Shikiar Asset Management Inc
|
Jul 24, 2025 Q2 2025 |
276,443
shares
|
$71.1 Million
15.78% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
276,346
shares
|
$71.1 Million
3.55% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
275,849
shares
|
$70.9 Million
3.86% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Jul 15, 2025 Q2 2025 |
275,400
shares
|
$70.8 Million
6.65% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
275,311
shares
|
$70.8 Million
4.33% of portfolio
|
Q2 2025
Reduced 0.72%
|