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 |
|---|---|---|---|---|---|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
36,393
shares
|
$8.75 Million
4.0% of portfolio
|
Q2 2023
Added 0.26%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
36,325
shares
|
$8.73 Million
1.66% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
36,281
shares
|
$8.72 Million
4.19% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
36,280
shares
|
$8.72 Million
4.22% of portfolio
|
Q3 2022
Reduced 2.04%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Feb 12, 2025 Q4 2024 |
36,277
shares
|
$8.72 Million
3.75% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
36,268
shares
|
$8.72 Million
1.28% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
36,240
shares
|
$8.71 Million
6.54% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
36,226
shares
|
$8.71 Million
3.27% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Feb 10, 2025 Q4 2024 |
36,200
shares
|
$8.7 Million
3.25% of portfolio
|
Q3 2024
Reduced 37.26%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
36,187
shares
|
$8.7 Million
8.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
36,184
shares
|
$8.7 Million
1.23% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
36,173
shares
|
$8.69 Million
3.34% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
36,171
shares
|
$8.69 Million
2.03% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
36,154
shares
|
$8.69 Million
3.09% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
36,100
shares
|
$8.68 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
36,043
shares
|
$8.66 Million
1.46% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
35,993
shares
|
$8.65 Million
4.24% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
35,987
shares
|
$8.65 Million
7.32% of portfolio
|
Q4 2024
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
35,952
shares
|
$8.64 Million
4.38% of portfolio
|
Q4 2024
Added 23.95%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
35,947
shares
|
$8.64 Million
1.56% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
35,937
shares
|
$8.64 Million
3.03% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
35,926
shares
|
$8.64 Million
8.68% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Orser Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,847
shares
|
$8.62 Million
6.66% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
35,820
shares
|
$8.61 Million
4.56% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
35,820
shares
|
$8.61 Million
1.84% of portfolio
|
Q4 2024
Reduced 5.59%
|