Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,242 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 $2.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
20,688
shares
|
$5.11 Million
4.07% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
20,664
shares
|
$5.1 Million
1.92% of portfolio
|
Q2 2024
Reduced 17.34%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
20,664
shares
|
$5.1 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
20,659
shares
|
$5.1 Million
3.47% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
20,644
shares
|
$5.1 Million
2.78% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
20,621
shares
|
$5.09 Million
3.62% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
20,619
shares
|
$5.09 Million
1.98% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
20,600
shares
|
$5.09 Million
2.1% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
20,599
shares
|
$5.09 Million
1.56% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
20,587
shares
|
$5.09 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
20,572
shares
|
$5.08 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
20,564
shares
|
$5.08 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
20,563
shares
|
$5.08 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
20,551
shares
|
$5.08 Million
1.92% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Needham Investment Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,550
shares
|
$5.08 Million
0.44% of portfolio
|
Q4 2024
Reduced 33.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
20,541
shares
|
$5.07 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
20,540
shares
|
$5.07 Million
1.68% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,519
shares
|
$5.07 Million
1.58% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
20,515
shares
|
$5.07 Million
1.43% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
20,500
shares
|
$5.06 Million
3.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
20,499
shares
|
$5.06 Million
2.52% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
20,496
shares
|
$5.06 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
20,495
shares
|
$5.06 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
20,494
shares
|
$5.06 Million
3.01% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
20,456
shares
|
$5.05 Million
2.28% of portfolio
|
Q4 2024
Added 17.33%
|