Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,947 institutions that hold shares in the stock, with a total of 8.75 Billion shares, which have been reported (via 13F filing form) to have a value of $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
52,837
shares
|
$12 Million
3.01% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
52,811
shares
|
$12 Million
3.69% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
52,707
shares
|
$12 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
52,667
shares
|
$12 Million
2.2% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Eos Management, L.P.
|
Feb 07, 2025 Q4 2024 |
52,642
shares
|
$12 Million
5.65% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
52,632
shares
|
$12 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
52,591
shares
|
$12 Million
4.51% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
52,559
shares
|
$12 Million
2.36% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
52,428
shares
|
$11.9 Million
4.53% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
52,300
shares
|
$11.9 Million
2.77% of portfolio
|
Q2 2024
Reduced 13.27%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
52,299
shares
|
$11.9 Million
6.12% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
52,293
shares
|
$11.9 Million
1.46% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
52,267
shares
|
$11.9 Million
10.92% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
52,190
shares
|
$11.9 Million
5.6% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
52,186
shares
|
$11.9 Million
5.85% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
52,131
shares
|
$11.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
52,108
shares
|
$11.9 Million
7.16% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
52,102
shares
|
$11.9 Million
3.71% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
52,092
shares
|
$11.9 Million
3.34% of portfolio
|
Q3 2023
Added 2.54%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
52,013
shares
|
$11.8 Million
2.17% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
51,994
shares
|
$11.8 Million
2.72% of portfolio
|
Q4 2022
Reduced 99.23%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
51,986
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 81.53%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
51,943
shares
|
$11.8 Million
3.4% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
51,907
shares
|
$11.8 Million
6.62% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
51,854
shares
|
$11.8 Million
5.64% of portfolio
|
Q4 2024
Reduced 6.37%
|