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 |
|---|---|---|---|---|---|
|
Aperture Investors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,227
shares
|
$4.01 Million
0.62% of portfolio
|
Q4 2024
Reduced 16.81%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
16,218
shares
|
$4.01 Million
2.4% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
16,218
shares
|
$4.01 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
16,204
shares
|
$4 Million
3.04% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
16,180
shares
|
$4 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
16,167
shares
|
$3.99 Million
1.66% of portfolio
|
Q4 2023
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
16,157
shares
|
$3.99 Million
1.24% of portfolio
|
Q1 2023
Reduced 9.41%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
16,145
shares
|
$3.99 Million
3.4% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
16,094
shares
|
$3.98 Million
0.33% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
16,087
shares
|
$3.97 Million
2.0% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
16,073
shares
|
$3.97 Million
2.57% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
16,071
shares
|
$3.97 Million
0.22% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,034
shares
|
$3.96 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Valueworks LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
15,998
shares
|
$3.95 Million
1.49% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
15,995
shares
|
$3.95 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,971
shares
|
$3.95 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
15,950
shares
|
$3.94 Million
1.52% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
15,940
shares
|
$3.94 Million
0.58% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
15,907
shares
|
$3.93 Million
5.0% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
15,839
shares
|
$3.91 Million
0.22% of portfolio
|
Q4 2024
Added 77.71%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
15,818
shares
|
$3.91 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
15,814
shares
|
$3.91 Million
1.88% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
15,806
shares
|
$3.9 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
15,802
shares
|
$3.9 Million
2.06% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
15,782
shares
|
$3.9 Million
1.07% of portfolio
|
Q4 2024
Added 2.93%
|