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 |
|---|---|---|---|---|---|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
53,536
shares
|
$12.9 Million
4.32% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
53,466
shares
|
$12.9 Million
5.2% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
53,440
shares
|
$12.8 Million
1.81% of portfolio
|
Q4 2024
Reduced 29.64%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
53,418
shares
|
$12.8 Million
1.51% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
53,410
shares
|
$12.8 Million
5.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
53,324
shares
|
$12.8 Million
2.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
53,300
shares
|
$12.8 Million
4.2% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
53,282
shares
|
$12.8 Million
4.82% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
53,280
shares
|
$12.8 Million
3.75% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
53,256
shares
|
$12.8 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
53,146
shares
|
$12.8 Million
2.5% of portfolio
|
Q4 2024
Added 49.71%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
53,062
shares
|
$12.8 Million
7.15% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
53,039
shares
|
$12.7 Million
5.49% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
52,953
shares
|
$12.7 Million
9.25% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
52,944
shares
|
$12.7 Million
2.38% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
52,913
shares
|
$12.7 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
52,896
shares
|
$12.7 Million
5.95% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Light Street Capital Management, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
52,849
shares
|
$12.7 Million
2.57% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
52,837
shares
|
$12.7 Million
3.01% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
52,830
shares
|
$12.7 Million
2.28% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
52,707
shares
|
$12.7 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
52,703
shares
|
$12.7 Million
0.09% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
52,667
shares
|
$12.7 Million
2.2% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Eos Management, L.P.
|
Feb 07, 2025 Q4 2024 |
52,642
shares
|
$12.7 Million
5.65% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
52,525
shares
|
$12.6 Million
3.6% of portfolio
|
Q4 2024
Reduced 0.54%
|