Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,999 institutions that hold shares in the stock, with a total of 8.81 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
130,357
shares
|
$30.3 Million
2.12% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
130,045
shares
|
$30.3 Million
2.26% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
130,030
shares
|
$30.2 Million
3.24% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
130,001
shares
|
$30.2 Million
1.93% of portfolio
|
Q3 2024
Reduced 20.69%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
129,862
shares
|
$30.2 Million
2.69% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
129,750
shares
|
$30.2 Million
4.96% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
129,322
shares
|
$30.1 Million
2.81% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
129,279
shares
|
$30.1 Million
10.37% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
128,780
shares
|
$30 Million
3.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
128,750
shares
|
$29.9 Million
9.05% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
128,738
shares
|
$29.9 Million
8.42% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2024 Q3 2024 |
128,731
shares
|
$29.9 Million
0.04% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
128,661
shares
|
$29.9 Million
1.57% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
128,610
shares
|
$29.9 Million
3.01% of portfolio
|
Q4 2022
Reduced 3.14%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
128,519
shares
|
$29.9 Million
2.24% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
128,391
shares
|
$29.9 Million
9.7% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
127,972
shares
|
$29.8 Million
2.85% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
127,944
shares
|
$29.8 Million
3.63% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
127,858
shares
|
$29.7 Million
5.73% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
127,735
shares
|
$29.7 Million
1.52% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
127,724
shares
|
$29.7 Million
6.06% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
127,565
shares
|
$29.7 Million
9.74% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
127,563
shares
|
$29.7 Million
8.85% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
127,440
shares
|
$29.6 Million
8.76% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
127,368
shares
|
$29.6 Million
3.92% of portfolio
|
Q4 2024
Reduced 53.49%
|