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 |
|---|---|---|---|---|---|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
99,183
shares
|
$23.1 Million
11.53% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
99,163
shares
|
$23.1 Million
4.24% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
99,154
shares
|
$23.1 Million
2.57% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
99,102
shares
|
$23.1 Million
2.85% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
98,992
shares
|
$23.1 Million
4.66% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
98,428
shares
|
$23 Million
6.01% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
98,314
shares
|
$22.9 Million
5.68% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
98,047
shares
|
$22.9 Million
7.42% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
97,900
shares
|
$22.8 Million
1.67% of portfolio
|
Q2 2024
Added 8.66%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
97,662
shares
|
$22.8 Million
5.06% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
97,602
shares
|
$22.8 Million
13.06% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
97,480
shares
|
$22.7 Million
3.12% of portfolio
|
Q3 2024
Reduced 18.7%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
97,466
shares
|
$22.7 Million
0.47% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
97,411
shares
|
$22.7 Million
3.54% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
97,312
shares
|
$22.7 Million
3.07% of portfolio
|
Q2 2023
Added 1.63%
|
|
|
Harbor Island Capital LLC
|
Jan 27, 2025 Q4 2024 |
97,285
shares
|
$22.7 Million
13.31% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
97,227
shares
|
$22.7 Million
4.92% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
96,926
shares
|
$22.6 Million
5.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
96,834
shares
|
$22.6 Million
3.44% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
96,701
shares
|
$22.6 Million
8.39% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
96,611
shares
|
$22.5 Million
12.28% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
96,531
shares
|
$22.5 Million
3.4% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
96,377
shares
|
$22.5 Million
2.42% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
96,369
shares
|
$22.5 Million
4.19% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
96,301
shares
|
$22.5 Million
4.17% of portfolio
|
Q3 2024
Reduced 1.27%
|