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 |
|---|---|---|---|---|---|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
17,303
shares
|
$4.27 Million
1.07% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
17,296
shares
|
$4.27 Million
0.15% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
17,277
shares
|
$4.27 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
17,266
shares
|
$4.27 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
17,266
shares
|
$4.27 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
17,235
shares
|
$4.26 Million
1.28% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
17,235
shares
|
$4.26 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
17,232
shares
|
$4.26 Million
4.16% of portfolio
|
Q4 2024
New holding
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
17,192
shares
|
$4.25 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
17,160
shares
|
$4.24 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
17,149
shares
|
$4.24 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
17,133
shares
|
$4.23 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
17,127
shares
|
$4.23 Million
1.38% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Feb 11, 2025 Q4 2024 |
17,119
shares
|
$4.23 Million
5.21% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
17,113
shares
|
$4.23 Million
4.62% of portfolio
|
Q4 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
17,109
shares
|
$4.23 Million
0.54% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
17,106
shares
|
$4.23 Million
1.83% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
17,079
shares
|
$4.22 Million
0.83% of portfolio
|
Q3 2024
Reduced 44.93%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
17,077
shares
|
$4.22 Million
1.33% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
17,054
shares
|
$4.21 Million
5.09% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
17,051
shares
|
$4.21 Million
2.27% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,043
shares
|
$4.21 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
17,043
shares
|
$4.21 Million
1.98% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
17,040
shares
|
$4.21 Million
1.58% of portfolio
|
Q4 2024
Added 52.14%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
17,011
shares
|
$4.2 Million
2.0% of portfolio
|
Q4 2024
Reduced 26.54%
|