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 |
|---|---|---|---|---|---|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
101,415
shares
|
$23.7 Million
7.42% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
101,345
shares
|
$23.6 Million
4.1% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
101,332
shares
|
$23.6 Million
5.18% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
101,203
shares
|
$23.6 Million
5.21% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
100,959
shares
|
$23.5 Million
1.86% of portfolio
|
Q4 2024
Added 57.94%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100,708
shares
|
$23.5 Million
5.75% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
100,482
shares
|
$23.4 Million
0.69% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
100,258
shares
|
$23.4 Million
7.61% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
100,236
shares
|
$23.4 Million
7.62% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
100,188
shares
|
$23.4 Million
6.93% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
100,179
shares
|
$23.4 Million
5.72% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
100,121
shares
|
$23.4 Million
3.97% of portfolio
|
Q2 2022
Reduced 16.49%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
100,115
shares
|
$23.3 Million
6.14% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
99,947
shares
|
$23.3 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
99,935
shares
|
$23.3 Million
4.19% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
99,910
shares
|
$23.3 Million
2.5% of portfolio
|
Q4 2024
Added 25.65%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
99,834
shares
|
$23.3 Million
3.31% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
99,735
shares
|
$23.3 Million
6.83% of portfolio
|
Q2 2022
Reduced 2.48%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
99,602
shares
|
$23.2 Million
2.11% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
99,567
shares
|
$23.2 Million
1.92% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
99,528
shares
|
$23.2 Million
4.64% of portfolio
|
Q2 2023
Added 29.29%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
99,403
shares
|
$23.2 Million
4.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
99,388
shares
|
$23.2 Million
5.11% of portfolio
|
Q4 2024
Added 24.96%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
99,288
shares
|
$23.2 Million
9.02% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
Feb 07, 2025 Q4 2024 |
99,218
shares
|
$23.1 Million
1.83% of portfolio
|
Q4 2024
New holding
|