Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,245 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.17 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
56,751
shares
|
$13.6 Million
4.7% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
56,750
shares
|
$13.6 Million
1.17% of portfolio
|
Q4 2024
Reduced 33.49%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
56,727
shares
|
$13.6 Million
3.25% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
56,715
shares
|
$13.6 Million
6.13% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
56,700
shares
|
$13.6 Million
8.09% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
56,686
shares
|
$13.6 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
56,683
shares
|
$13.6 Million
11.39% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Alkeon Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
56,627
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2022
Reduced 94.56%
|
|
|
Nkcfo LLC
|
Jan 30, 2025 Q4 2024 |
56,550
shares
|
$13.6 Million
6.23% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
56,467
shares
|
$13.6 Million
6.63% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
56,443
shares
|
$13.6 Million
3.47% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
56,346
shares
|
$13.5 Million
3.81% of portfolio
|
Q1 2023
Reduced 5.52%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
56,278
shares
|
$13.5 Million
11.87% of portfolio
|
Q3 2022
Reduced 4.42%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
56,272
shares
|
$13.5 Million
8.57% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
56,259
shares
|
$13.5 Million
9.99% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
56,222
shares
|
$13.5 Million
2.23% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
56,041
shares
|
$13.5 Million
4.29% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
56,037
shares
|
$13.5 Million
5.36% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
56,034
shares
|
$13.5 Million
7.11% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
56,027
shares
|
$13.5 Million
3.66% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
56,023
shares
|
$13.5 Million
3.35% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
55,974
shares
|
$13.5 Million
12.05% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
55,904
shares
|
$13.4 Million
2.23% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
55,857
shares
|
$13.4 Million
8.21% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
55,840
shares
|
$13.4 Million
6.19% of portfolio
|
Q4 2024
Added 6.99%
|