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 |
|---|---|---|---|---|---|
|
Graphene Investments Sas
Paris, I0 |
Jan 28, 2025 Q4 2024 |
24,100
shares
|
$5.79 Million
4.17% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
24,086
shares
|
$5.79 Million
5.71% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
24,058
shares
|
$5.78 Million
5.83% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
24,056
shares
|
$5.78 Million
4.32% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
23,997
shares
|
$5.77 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
23,995
shares
|
$5.77 Million
0.77% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
23,982
shares
|
$5.76 Million
2.63% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
23,968
shares
|
$5.76 Million
4.56% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
23,961
shares
|
$5.76 Million
1.84% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
23,958
shares
|
$5.76 Million
1.27% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
23,949
shares
|
$5.76 Million
3.18% of portfolio
|
Q4 2024
Reduced 43.91%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
23,927
shares
|
$5.75 Million
6.55% of portfolio
|
Q3 2023
Added 7.26%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
23,924
shares
|
$5.75 Million
4.5% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
23,905
shares
|
$5.75 Million
5.13% of portfolio
|
Q4 2024
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
23,886
shares
|
$5.74 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
23,882
shares
|
$5.74 Million
1.72% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
23,881
shares
|
$5.74 Million
1.49% of portfolio
|
Q4 2024
Added 28.72%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
23,870
shares
|
$5.74 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
23,868
shares
|
$5.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
23,856
shares
|
$5.73 Million
1.36% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
23,838
shares
|
$5.73 Million
0.83% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
23,817
shares
|
$5.72 Million
3.44% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
23,808
shares
|
$5.72 Million
1.84% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
23,791
shares
|
$5.72 Million
1.72% of portfolio
|
Q4 2024
Added 219.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
23,786
shares
|
$5.72 Million
0.93% of portfolio
|
Q2 2024
Reduced 12.36%
|