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 |
|---|---|---|---|---|---|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
111,289
shares
|
$25.9 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
|
$25.8 Million
8.54% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
111,116
shares
|
$25.8 Million
6.36% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Tenere Capital LLC
Denver, CO |
Nov 15, 2024 Q3 2024 |
111,031
shares
|
$25.8 Million
7.15% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
110,953
shares
|
$25.8 Million
4.23% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
110,910
shares
|
$25.8 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%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
110,581
shares
|
$25.7 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%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
110,171
shares
|
$25.6 Million
4.08% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
109,617
shares
|
$25.5 Million
5.52% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
109,510
shares
|
$25.5 Million
8.61% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
109,502
shares
|
$25.5 Million
4.28% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
109,384
shares
|
$25.4 Million
5.53% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
109,364
shares
|
$25.4 Million
5.2% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
109,155
shares
|
$25.4 Million
4.8% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
108,764
shares
|
$25.3 Million
2.42% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
108,750
shares
|
$25.3 Million
4.35% of portfolio
|
Q2 2023
Reduced 1.57%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
108,728
shares
|
$25.3 Million
5.71% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
108,654
shares
|
$25.3 Million
7.77% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
108,578
shares
|
$25.3 Million
12.02% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
108,364
shares
|
$25.2 Million
3.5% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
108,247
shares
|
$25.2 Million
2.28% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
108,009
shares
|
$25.1 Million
6.52% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Nikko Asset Management Americas, Inc.
|
Feb 10, 2025 Q4 2024 |
107,964
shares
|
$25.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 14.04%
|