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 |
|---|---|---|---|---|---|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
28,564
shares
|
$6.5 Million
5.06% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
28,562
shares
|
$6.5 Million
2.53% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
28,557
shares
|
$6.5 Million
4.55% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
28,553
shares
|
$6.5 Million
5.34% of portfolio
|
Q4 2024
Reduced 47.64%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
28,553
shares
|
$6.5 Million
3.86% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
28,548
shares
|
$6.5 Million
2.86% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
28,503
shares
|
$6.49 Million
2.95% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
28,492
shares
|
$6.49 Million
4.91% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
28,477
shares
|
$6.48 Million
2.76% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
28,477
shares
|
$6.48 Million
1.72% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
28,451
shares
|
$6.48 Million
1.91% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
28,450
shares
|
$6.48 Million
2.02% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
28,437
shares
|
$6.47 Million
2.93% of portfolio
|
Q2 2022
Reduced 53.53%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
28,401
shares
|
$6.46 Million
5.72% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
28,337
shares
|
$6.45 Million
4.35% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
28,329
shares
|
$6.45 Million
3.34% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
28,299
shares
|
$6.44 Million
1.4% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
28,289
shares
|
$6.44 Million
5.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
28,275
shares
|
$6.44 Million
4.1% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
28,268
shares
|
$6.43 Million
1.72% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
28,267
shares
|
$6.43 Million
2.46% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
28,266
shares
|
$6.43 Million
2.63% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
28,231
shares
|
$6.43 Million
2.29% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,224
shares
|
$6.42 Million
5.12% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
28,196
shares
|
$6.42 Million
0.98% of portfolio
|
Q4 2024
Reduced 29.78%
|