Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
149,035
shares
|
$34.8 Million
8.23% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
149,028
shares
|
$34.8 Million
7.53% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
148,988
shares
|
$34.7 Million
13.81% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
148,927
shares
|
$34.7 Million
1.89% of portfolio
|
Q4 2023
Reduced 4.26%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
148,400
shares
|
$34.6 Million
6.0% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Cypress Funds LLC
|
Nov 14, 2024 Q3 2024 |
148,297
shares
|
$34.6 Million
3.71% of portfolio
|
Q2 2024
Reduced 24.47%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
148,209
shares
|
$34.6 Million
4.67% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
148,157
shares
|
$34.6 Million
8.8% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
148,145
shares
|
$34.6 Million
6.48% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
148,084
shares
|
$34.5 Million
5.82% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
148,045
shares
|
$34.5 Million
2.62% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
147,941
shares
|
$34.5 Million
3.75% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
147,928
shares
|
$34.5 Million
9.9% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
147,507
shares
|
$34.4 Million
9.81% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Jan 07, 2025 Q4 2024 |
147,483
shares
|
$34.4 Million
17.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
147,339
shares
|
$34.4 Million
23.78% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
147,311
shares
|
$34.4 Million
3.96% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
147,221
shares
|
$34.3 Million
4.61% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
147,118
shares
|
$34.3 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
146,232
shares
|
$34.1 Million
4.62% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
146,135
shares
|
$34.1 Million
8.43% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
146,130
shares
|
$34.1 Million
2.52% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
145,836
shares
|
$34 Million
5.26% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
145,673
shares
|
$34 Million
4.77% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
145,434
shares
|
$33.9 Million
4.56% of portfolio
|
Q4 2024
Added 6.2%
|