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 |
|---|---|---|---|---|---|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
38,560
shares
|
$8.78 Million
2.04% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
38,543
shares
|
$8.77 Million
5.98% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
38,495
shares
|
$8.76 Million
6.04% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
38,444
shares
|
$8.75 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
38,261
shares
|
$8.71 Million
6.13% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
38,260
shares
|
$8.71 Million
0.96% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
38,195
shares
|
$8.69 Million
2.18% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
38,193
shares
|
$8.69 Million
7.26% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
38,192
shares
|
$8.69 Million
4.96% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
38,165
shares
|
$8.69 Million
3.07% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,146
shares
|
$8.68 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
38,135
shares
|
$8.68 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
38,118
shares
|
$8.68 Million
4.23% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
38,108
shares
|
$8.67 Million
1.23% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
38,084
shares
|
$8.67 Million
5.04% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
37,991
shares
|
$8.65 Million
1.29% of portfolio
|
Q4 2024
Reduced 34.45%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
37,942
shares
|
$8.64 Million
1.8% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
37,936
shares
|
$8.64 Million
4.75% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
37,841
shares
|
$8.61 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
37,805
shares
|
$8.61 Million
1.68% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
37,764
shares
|
$8.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 75.78%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
37,746
shares
|
$8.59 Million
1.8% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2024 Q3 2024 |
37,745
shares
|
$8.59 Million
13.74% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
37,721
shares
|
$8.59 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
37,689
shares
|
$8.58 Million
0.18% of portfolio
|
Q4 2024
Added 1.48%
|