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 |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
126,664
shares
|
$29.5 Million
5.48% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
126,570
shares
|
$29.5 Million
7.44% of portfolio
|
Q4 2022
Reduced 7.73%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
126,272
shares
|
$29.4 Million
5.82% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Nwi Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
126,100
shares
|
$29.4 Million
0.76% of portfolio
|
Q3 2024
Reduced 76.47%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
125,992
shares
|
$29.4 Million
4.08% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
125,723
shares
|
$29.3 Million
2.76% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
125,641
shares
|
$29.3 Million
3.76% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
125,604
shares
|
$29.3 Million
2.87% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 07, 2024 Q3 2024 |
125,597
shares
|
$29.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Centre Asset Management, LLC
|
Jan 03, 2025 Q4 2024 |
125,528
shares
|
$29.3 Million
7.19% of portfolio
|
Q4 2024
Added 76.23%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
125,511
shares
|
$29.3 Million
13.74% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
125,411
shares
|
$29.2 Million
2.49% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
125,384
shares
|
$29.2 Million
7.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
125,343
shares
|
$29.2 Million
6.42% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
125,309
shares
|
$29.2 Million
10.59% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
125,099
shares
|
$29.2 Million
4.11% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Horiko Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
125,036
shares
|
$29.2 Million
8.42% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
125,000
shares
|
$29.2 Million
7.69% of portfolio
|
Q3 2024
Reduced 37.78%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
124,862
shares
|
$29.1 Million
0.78% of portfolio
|
Q3 2024
Added 4035.87%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
124,791
shares
|
$29.1 Million
1.36% of portfolio
|
Q4 2024
Added 54.72%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
124,757
shares
|
$29.1 Million
3.57% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
124,681
shares
|
$29.1 Million
1.84% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
124,656
shares
|
$29.1 Million
4.86% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
124,561
shares
|
$29.1 Million
5.97% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
124,544
shares
|
$29 Million
1.85% of portfolio
|
Q4 2024
Reduced 1.43%
|