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 |
|---|---|---|---|---|---|
|
Palogic Value Management, L.P.
Dallas, TX |
Feb 12, 2025 Q4 2024 |
48,713
shares
|
$11.7 Million
4.67% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
48,629
shares
|
$11.7 Million
6.73% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
48,604
shares
|
$11.7 Million
2.29% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
48,592
shares
|
$11.7 Million
4.61% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
48,582
shares
|
$11.7 Million
3.62% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
48,537
shares
|
$11.7 Million
4.2% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
48,522
shares
|
$11.7 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
48,473
shares
|
$11.7 Million
2.64% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
48,472
shares
|
$11.7 Million
5.46% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
48,429
shares
|
$11.6 Million
1.77% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
48,365
shares
|
$11.6 Million
3.88% of portfolio
|
Q4 2024
Added 57.91%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
48,358
shares
|
$11.6 Million
3.76% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
48,337
shares
|
$11.6 Million
4.21% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
48,315
shares
|
$11.6 Million
5.97% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
48,314
shares
|
$11.6 Million
9.13% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
48,298
shares
|
$11.6 Million
1.99% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
48,243
shares
|
$11.6 Million
6.11% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
48,190
shares
|
$11.6 Million
6.3% of portfolio
|
Q4 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
48,060
shares
|
$11.6 Million
3.57% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
48,039
shares
|
$11.5 Million
4.28% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
48,025
shares
|
$11.5 Million
3.94% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
48,020
shares
|
$11.5 Million
8.3% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Searcy Financial Services Inc
|
Jan 13, 2025 Q4 2024 |
48,018
shares
|
$11.5 Million
5.6% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
47,987
shares
|
$11.5 Million
3.36% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
47,976
shares
|
$11.5 Million
8.77% of portfolio
|
Q4 2024
Reduced 5.52%
|