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 |
|---|---|---|---|---|---|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
52,428
shares
|
$12.6 Million
4.53% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
52,300
shares
|
$12.6 Million
2.95% of portfolio
|
Q2 2024
Reduced 13.27%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
52,299
shares
|
$12.6 Million
6.12% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
52,293
shares
|
$12.6 Million
1.46% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
52,267
shares
|
$12.6 Million
10.92% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
52,186
shares
|
$12.5 Million
5.85% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
52,108
shares
|
$12.5 Million
7.16% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
52,102
shares
|
$12.5 Million
3.71% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
52,092
shares
|
$12.5 Million
3.34% of portfolio
|
Q3 2023
Added 2.54%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
52,052
shares
|
$12.5 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
51,994
shares
|
$12.5 Million
2.72% of portfolio
|
Q4 2022
Reduced 99.23%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
51,943
shares
|
$12.5 Million
3.4% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
51,907
shares
|
$12.5 Million
6.62% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
51,854
shares
|
$12.5 Million
5.64% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
51,833
shares
|
$12.5 Million
10.74% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
51,724
shares
|
$12.4 Million
4.66% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
51,646
shares
|
$12.4 Million
3.13% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
51,633
shares
|
$12.4 Million
8.23% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
51,628
shares
|
$12.4 Million
3.38% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
51,607
shares
|
$12.4 Million
2.54% of portfolio
|
Q4 2024
Reduced 41.47%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
51,594
shares
|
$12.4 Million
6.72% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
51,514
shares
|
$12.4 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
51,500
shares
|
$12.4 Million
7.87% of portfolio
|
Q2 2022
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
51,480
shares
|
$12.4 Million
6.35% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
51,474
shares
|
$12.4 Million
3.69% of portfolio
|
Q4 2024
Added 38.08%
|