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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
120,926
shares
|
$28.2 Million
2.44% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
120,698
shares
|
$28.1 Million
4.7% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
120,620
shares
|
$28.1 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
120,525
shares
|
$28.1 Million
2.8% of portfolio
|
Q1 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
120,315
shares
|
$28.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
120,185
shares
|
$28 Million
3.84% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
120,153
shares
|
$28 Million
4.83% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
120,115
shares
|
$28 Million
2.52% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
120,079
shares
|
$28 Million
4.46% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
120,027
shares
|
$28 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
120,000
shares
|
$28 Million
1.43% of portfolio
|
Q3 2022
Reduced 7.69%
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Feb 05, 2025 Q4 2024 |
120,000
shares
|
$28 Million
27.8% of portfolio
|
Q4 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
119,902
shares
|
$28 Million
6.11% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
119,879
shares
|
$28 Million
2.74% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
119,637
shares
|
$27.9 Million
0.13% of portfolio
|
Q4 2022
Added 25.52%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
119,607
shares
|
$27.9 Million
5.74% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
119,491
shares
|
$27.9 Million
9.95% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
119,414
shares
|
$27.8 Million
3.59% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
119,262
shares
|
$27.8 Million
3.12% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
119,217
shares
|
$27.8 Million
7.84% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
119,158
shares
|
$27.8 Million
6.75% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
118,983
shares
|
$27.7 Million
1.07% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
118,970
shares
|
$27.7 Million
5.47% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
118,943
shares
|
$27.7 Million
8.19% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
118,449
shares
|
$27.6 Million
4.84% of portfolio
|
Q3 2024
Reduced 34.76%
|