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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
51,430
shares
|
$12.4 Million
7.08% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
51,420
shares
|
$12.4 Million
4.24% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Tsai Capital Corp
New York, NY |
Feb 12, 2025 Q4 2024 |
51,413
shares
|
$12.4 Million
10.99% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
51,331
shares
|
$12.3 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
51,050
shares
|
$12.3 Million
3.55% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
51,046
shares
|
$12.3 Million
0.98% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
51,025
shares
|
$12.3 Million
5.6% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
51,000
shares
|
$12.3 Million
3.34% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
50,895
shares
|
$12.2 Million
2.33% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
50,829
shares
|
$12.2 Million
7.1% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
50,810
shares
|
$12.2 Million
2.35% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
50,760
shares
|
$12.2 Million
5.13% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
50,748
shares
|
$12.2 Million
3.6% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
50,740
shares
|
$12.2 Million
1.94% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
50,685
shares
|
$12.2 Million
4.86% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
50,677
shares
|
$12.2 Million
3.54% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
50,660
shares
|
$12.2 Million
2.9% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
50,600
shares
|
$12.2 Million
1.61% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
50,580
shares
|
$12.2 Million
2.25% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
50,507
shares
|
$12.1 Million
5.16% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
50,457
shares
|
$12.1 Million
2.12% of portfolio
|
Q2 2023
Added 1.54%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
50,450
shares
|
$12.1 Million
8.09% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50,422
shares
|
$12.1 Million
1.25% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
50,374
shares
|
$12.1 Million
9.49% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
50,369
shares
|
$12.1 Million
4.14% of portfolio
|
Q4 2024
New holding
|