Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,999 institutions that hold shares in the stock, with a total of 8.81 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
47,048
shares
|
$10.9 Million
7.54% of portfolio
|
Q3 2024
Reduced 90.99%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
47,024
shares
|
$10.9 Million
5.43% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
46,991
shares
|
$10.9 Million
3.67% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
46,950
shares
|
$10.9 Million
4.12% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
46,897
shares
|
$10.9 Million
3.77% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Feb 10, 2025 Q4 2024 |
46,867
shares
|
$10.9 Million
11.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
46,857
shares
|
$10.9 Million
7.49% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
46,857
shares
|
$10.9 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
46,855
shares
|
$10.9 Million
5.3% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
46,839
shares
|
$10.9 Million
2.57% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
46,834
shares
|
$10.9 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
46,777
shares
|
$10.9 Million
3.66% of portfolio
|
Q4 2024
Added 55.89%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
46,775
shares
|
$10.9 Million
5.45% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
46,714
shares
|
$10.9 Million
2.89% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
46,687
shares
|
$10.9 Million
5.09% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
46,671
shares
|
$10.9 Million
2.52% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
46,608
shares
|
$10.8 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
46,557
shares
|
$10.8 Million
8.51% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
46,540
shares
|
$10.8 Million
1.44% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
46,483
shares
|
$10.8 Million
4.75% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
46,467
shares
|
$10.8 Million
3.07% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
46,429
shares
|
$10.8 Million
4.87% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Feb 06, 2025 Q4 2024 |
46,426
shares
|
$10.8 Million
6.32% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
46,192
shares
|
$10.7 Million
0.94% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
46,096
shares
|
$10.7 Million
3.08% of portfolio
|
Q3 2024
Added 1.95%
|