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 |
|---|---|---|---|---|---|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
266,323
shares
|
$68.5 Million
3.21% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
265,830
shares
|
$68.4 Million
6.09% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
265,752
shares
|
$68.3 Million
4.36% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
265,692
shares
|
$68.3 Million
1.72% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
265,476
shares
|
$68.3 Million
2.85% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
265,410
shares
|
$68.2 Million
7.56% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
264,931
shares
|
$68.1 Million
7.37% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
264,485
shares
|
$68 Million
0.18% of portfolio
|
Q4 2023
Reduced 6.75%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
264,275
shares
|
$68 Million
7.4% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
264,010
shares
|
$67.9 Million
3.45% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
263,040
shares
|
$67.6 Million
7.87% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
261,532
shares
|
$67.2 Million
1.27% of portfolio
|
Q2 2025
Added 41.29%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
261,412
shares
|
$67.2 Million
2.05% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
260,412
shares
|
$67 Million
4.23% of portfolio
|
Q2 2022
Reduced 9.57%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
259,702
shares
|
$66.8 Million
2.95% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
259,308
shares
|
$66.7 Million
3.49% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
259,165
shares
|
$66.6 Million
3.28% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
259,076
shares
|
$66.6 Million
3.94% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
258,599
shares
|
$66.5 Million
2.63% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
258,516
shares
|
$66.5 Million
7.24% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
258,377
shares
|
$66.4 Million
1.77% of portfolio
|
Q2 2025
Added 838.63%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
257,976
shares
|
$66.3 Million
3.22% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
257,672
shares
|
$66.3 Million
3.44% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
257,609
shares
|
$66.2 Million
1.32% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 04, 2025 Q2 2025 |
257,419
shares
|
$66.2 Million
5.64% of portfolio
|
Q2 2025
Added 19.24%
|