Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,906 institutions that hold shares in the stock, with a total of 8.73 Billion shares, which have been reported (via 13F filing form) to have a value of $2.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
17,235
shares
|
$4.01 Million
1.28% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
17,235
shares
|
$4.01 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
17,192
shares
|
$4 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
17,189
shares
|
$4 Million
0.59% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
17,160
shares
|
$3.99 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
17,127
shares
|
$3.98 Million
1.38% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
17,109
shares
|
$3.98 Million
0.54% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
17,106
shares
|
$3.98 Million
1.83% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,079
shares
|
$3.97 Million
0.82% of portfolio
|
Q3 2024
Reduced 44.93%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
17,078
shares
|
$3.97 Million
1.35% of portfolio
|
Q3 2024
Added 87.22%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
17,077
shares
|
$3.97 Million
1.33% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
17,051
shares
|
$3.96 Million
2.27% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
17,043
shares
|
$3.96 Million
1.98% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
17,040
shares
|
$3.96 Million
1.58% of portfolio
|
Q4 2024
Added 52.14%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
17,011
shares
|
$3.95 Million
2.0% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,004
shares
|
$3.95 Million
3.78% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
17,000
shares
|
$3.95 Million
0.21% of portfolio
|
Q3 2024
Reduced 85.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
16,991
shares
|
$3.95 Million
0.89% of portfolio
|
Q2 2024
Added 27.44%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
16,981
shares
|
$3.95 Million
1.84% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
16,966
shares
|
$3.94 Million
0.46% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
16,943
shares
|
$3.94 Million
1.19% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
16,911
shares
|
$3.93 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
16,911
shares
|
$3.93 Million
3.07% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
16,910
shares
|
$3.93 Million
2.56% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
16,895
shares
|
$3.93 Million
0.52% of portfolio
|
Q3 2024
Added 0.87%
|