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 |
|---|---|---|---|---|---|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
30,512
shares
|
$7.33 Million
2.29% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
30,481
shares
|
$7.33 Million
2.85% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
30,471
shares
|
$7.32 Million
2.17% of portfolio
|
Q4 2024
Added 20.52%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
30,469
shares
|
$7.32 Million
2.55% of portfolio
|
Q4 2024
Added 270.71%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
30,464
shares
|
$7.32 Million
1.8% of portfolio
|
Q4 2024
Added 25.39%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
30,440
shares
|
$7.32 Million
4.65% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
30,434
shares
|
$7.32 Million
1.62% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
30,413
shares
|
$7.31 Million
7.08% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
30,400
shares
|
$7.31 Million
5.34% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
30,362
shares
|
$7.3 Million
3.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
30,321
shares
|
$7.29 Million
4.62% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
30,231
shares
|
$7.27 Million
5.57% of portfolio
|
Q4 2024
Added 45.37%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
30,204
shares
|
$7.26 Million
2.16% of portfolio
|
Q4 2024
Reduced 34.43%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
30,175
shares
|
$7.25 Million
1.17% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
30,141
shares
|
$7.24 Million
3.84% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
30,107
shares
|
$7.24 Million
6.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
30,066
shares
|
$7.23 Million
3.65% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
30,059
shares
|
$7.22 Million
1.8% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Feb 13, 2025 Q4 2024 |
30,054
shares
|
$7.22 Million
1.5% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
30,002
shares
|
$7.21 Million
3.83% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
30,000
shares
|
$7.21 Million
3.33% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,994
shares
|
$7.21 Million
2.44% of portfolio
|
Q4 2022
Reduced 0.05%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
29,972
shares
|
$7.2 Million
1.0% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
29,945
shares
|
$7.2 Million
2.92% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
29,854
shares
|
$7.18 Million
2.55% of portfolio
|
Q4 2024
Added 9.53%
|