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 |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
113,124
shares
|
$26.4 Million
10.56% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
113,042
shares
|
$26.4 Million
7.51% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
112,894
shares
|
$26.3 Million
1.77% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
112,736
shares
|
$26.3 Million
10.21% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
112,648
shares
|
$26.3 Million
7.08% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
112,624
shares
|
$26.3 Million
10.9% of portfolio
|
Q1 2023
Reduced 1.15%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
112,607
shares
|
$26.3 Million
7.42% of portfolio
|
Q3 2023
Reduced 0.46%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
112,275
shares
|
$26.2 Million
3.33% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
112,197
shares
|
$26.2 Million
1.07% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
112,113
shares
|
$26.1 Million
1.0% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
112,089
shares
|
$26.1 Million
2.25% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
111,982
shares
|
$26.1 Million
3.07% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
111,858
shares
|
$26.1 Million
6.23% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
111,723
shares
|
$26.1 Million
1.26% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
111,634
shares
|
$26 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
111,316
shares
|
$26 Million
5.51% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
111,289
shares
|
$26 Million
17.09% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
111,124
shares
|
$25.9 Million
8.54% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Tenere Capital LLC
Denver, CO |
Nov 15, 2024 Q3 2024 |
111,031
shares
|
$25.9 Million
7.15% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
110,953
shares
|
$25.9 Million
4.23% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
110,910
shares
|
$25.9 Million
1.7% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
110,826
shares
|
$25.8 Million
7.25% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
110,771
shares
|
$25.8 Million
8.03% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
110,581
shares
|
$25.8 Million
1.86% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
110,286
shares
|
$25.7 Million
3.5% of portfolio
|
Q4 2024
Reduced 6.28%
|