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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
41,735
shares
|
$9.5 Million
3.44% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
41,725
shares
|
$9.5 Million
1.83% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
41,706
shares
|
$9.49 Million
6.97% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
41,658
shares
|
$9.48 Million
1.98% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
41,640
shares
|
$9.48 Million
2.02% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
41,618
shares
|
$9.47 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
41,591
shares
|
$9.47 Million
3.78% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
41,580
shares
|
$9.46 Million
6.28% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
41,563
shares
|
$9.46 Million
2.48% of portfolio
|
Q3 2024
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
41,552
shares
|
$9.46 Million
2.23% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Palmer Knight CO
|
Jan 23, 2025 Q4 2024 |
41,548
shares
|
$9.46 Million
4.76% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
41,543
shares
|
$9.46 Million
4.04% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Aug 12, 2024 Q2 2024 |
41,517
shares
|
$9.45 Million
3.93% of portfolio
|
Q2 2024
Added 14.26%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
41,515
shares
|
$9.45 Million
10.69% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
41,450
shares
|
$9.44 Million
1.88% of portfolio
|
Q3 2024
Reduced 52.15%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
41,438
shares
|
$9.43 Million
3.83% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
41,423
shares
|
$9.43 Million
7.96% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
41,421
shares
|
$9.43 Million
4.51% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
41,371
shares
|
$9.42 Million
3.46% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
41,349
shares
|
$9.41 Million
7.14% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
41,304
shares
|
$9.4 Million
3.23% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
41,278
shares
|
$9.4 Million
1.58% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
41,257
shares
|
$9.39 Million
3.34% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
41,244
shares
|
$9.39 Million
4.85% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
41,214
shares
|
$9.38 Million
3.95% of portfolio
|
Q4 2024
Added 134.49%
|