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 |
|---|---|---|---|---|---|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
275,286
shares
|
$70.8 Million
7.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
275,274
shares
|
$70.8 Million
4.49% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
274,968
shares
|
$70.7 Million
4.71% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
274,881
shares
|
$70.7 Million
0.44% of portfolio
|
Q2 2025
Added 42.97%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
274,279
shares
|
$70.5 Million
2.66% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
274,073
shares
|
$70.5 Million
4.81% of portfolio
|
Q2 2025
Added 56.35%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
273,658
shares
|
$70.4 Million
0.82% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
273,434
shares
|
$70.3 Million
4.72% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
271,983
shares
|
$69.9 Million
2.75% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
271,651
shares
|
$69.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 83.03%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
271,129
shares
|
$69.7 Million
4.89% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
270,896
shares
|
$69.7 Million
3.8% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
270,573
shares
|
$69.6 Million
5.58% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
270,215
shares
|
$69.5 Million
6.23% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Comgest Global Investors S.A.S.
|
Aug 07, 2025 Q2 2025 |
269,818
shares
|
$69.4 Million
1.02% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
269,567
shares
|
$69.3 Million
6.73% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
269,228
shares
|
$69.2 Million
4.56% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
269,167
shares
|
$69.2 Million
3.4% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
269,020
shares
|
$69.2 Million
0.36% of portfolio
|
Q3 2022
Reduced 28.14%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
268,151
shares
|
$68.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
268,008
shares
|
$68.9 Million
4.53% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
267,774
shares
|
$68.9 Million
4.31% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
267,734
shares
|
$68.8 Million
5.97% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
267,635
shares
|
$68.8 Million
6.12% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
267,277
shares
|
$68.7 Million
1.2% of portfolio
|
Q2 2025
New holding
|