Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,976 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 |
|---|---|---|---|---|---|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
142,501
shares
|
$33.1 Million
13.08% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
142,281
shares
|
$33.1 Million
2.23% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
142,124
shares
|
$33.1 Million
12.23% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
142,097
shares
|
$33.1 Million
7.46% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
141,999
shares
|
$33 Million
18.72% of portfolio
|
Q4 2022
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
141,969
shares
|
$33 Million
3.15% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
141,953
shares
|
$33 Million
3.66% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
141,651
shares
|
$33 Million
5.45% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
141,620
shares
|
$32.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 30.29%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
141,577
shares
|
$32.9 Million
4.24% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Summit Rock Advisors, LP
|
Feb 10, 2025 Q4 2024 |
141,544
shares
|
$32.9 Million
12.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
141,527
shares
|
$32.9 Million
1.97% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
141,512
shares
|
$32.9 Million
2.73% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
141,403
shares
|
$32.9 Million
22.79% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
141,272
shares
|
$32.9 Million
5.39% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
141,196
shares
|
$32.8 Million
6.69% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140,974
shares
|
$32.8 Million
2.74% of portfolio
|
Q2 2023
Reduced 2.82%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
140,878
shares
|
$32.8 Million
11.63% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
140,840
shares
|
$32.8 Million
7.2% of portfolio
|
Q4 2024
Reduced 18.68%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
140,794
shares
|
$32.8 Million
2.04% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
140,676
shares
|
$32.7 Million
3.31% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
140,592
shares
|
$32.7 Million
1.99% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 06, 2025 Q4 2024 |
140,222
shares
|
$32.6 Million
11.55% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
140,156
shares
|
$32.6 Million
9.86% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
139,974
shares
|
$32.6 Million
9.79% of portfolio
|
Q3 2024
Reduced 0.8%
|