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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
45,911
shares
|
$11 Million
2.09% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
45,778
shares
|
$11 Million
2.27% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
45,768
shares
|
$11 Million
5.93% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
45,729
shares
|
$11 Million
4.86% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
45,715
shares
|
$11 Million
13.52% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
45,675
shares
|
$11 Million
8.35% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Parkwood LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
45,656
shares
|
$11 Million
1.3% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
45,649
shares
|
$11 Million
4.13% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
45,484
shares
|
$10.9 Million
2.64% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
45,474
shares
|
$10.9 Million
6.47% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
45,449
shares
|
$10.9 Million
3.37% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
45,427
shares
|
$10.9 Million
6.84% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
45,369
shares
|
$10.9 Million
4.7% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
45,310
shares
|
$10.9 Million
6.57% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
45,267
shares
|
$10.9 Million
6.28% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
45,209
shares
|
$10.9 Million
4.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
45,182
shares
|
$10.9 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
45,126
shares
|
$10.8 Million
4.36% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
45,121
shares
|
$10.8 Million
4.66% of portfolio
|
Q2 2022
Reduced 6.23%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
45,097
shares
|
$10.8 Million
7.33% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Feb 12, 2025 Q4 2024 |
45,030
shares
|
$10.8 Million
4.92% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
45,010
shares
|
$10.8 Million
3.52% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Kp Management LLC
Edina, MN |
Feb 14, 2025 Q4 2024 |
45,000
shares
|
$10.8 Million
3.53% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Jan 13, 2025 Q4 2024 |
44,959
shares
|
$10.8 Million
8.05% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
44,809
shares
|
$10.8 Million
3.31% of portfolio
|
Q4 2024
Added 3.33%
|