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 |
|---|---|---|---|---|---|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
25,482
shares
|
$6.12 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
25,475
shares
|
$6.12 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
25,442
shares
|
$6.12 Million
5.65% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,436
shares
|
$6.11 Million
1.65% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
25,427
shares
|
$6.11 Million
1.46% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
25,421
shares
|
$6.11 Million
0.67% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
25,418
shares
|
$6.11 Million
5.4% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
25,382
shares
|
$6.1 Million
2.55% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
25,380
shares
|
$6.1 Million
6.28% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
25,378
shares
|
$6.1 Million
4.81% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
25,372
shares
|
$6.1 Million
1.72% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
25,301
shares
|
$6.08 Million
3.89% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
25,295
shares
|
$6.08 Million
7.38% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
25,256
shares
|
$6.07 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
25,248
shares
|
$6.07 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
25,248
shares
|
$6.07 Million
4.76% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
25,234
shares
|
$6.07 Million
3.74% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
25,217
shares
|
$6.06 Million
3.89% of portfolio
|
Q4 2024
Reduced 35.69%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
25,203
shares
|
$6.06 Million
2.06% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,180
shares
|
$6.05 Million
0.42% of portfolio
|
Q4 2024
Added 119.61%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
25,168
shares
|
$6.05 Million
2.12% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
25,104
shares
|
$6.03 Million
3.73% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
25,091
shares
|
$6.03 Million
0.88% of portfolio
|
Q4 2024
Reduced 58.19%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
25,089
shares
|
$6.03 Million
0.57% of portfolio
|
Q4 2024
Reduced 39.96%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
25,074
shares
|
$6.03 Million
7.51% of portfolio
|
Q4 2024
New holding
|