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 |
|---|---|---|---|---|---|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
94,459
shares
|
$22 Million
2.34% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
94,408
shares
|
$22 Million
10.08% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
94,407
shares
|
$22 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
94,401
shares
|
$22 Million
3.44% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
94,344
shares
|
$21.9 Million
3.17% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
94,168
shares
|
$21.9 Million
19.43% of portfolio
|
Q4 2024
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
94,125
shares
|
$21.9 Million
4.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
94,026
shares
|
$21.9 Million
3.65% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
93,806
shares
|
$21.8 Million
3.35% of portfolio
|
Q4 2024
Added 53.31%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
93,673
shares
|
$21.8 Million
4.75% of portfolio
|
Q3 2024
Reduced 31.68%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
93,662
shares
|
$21.8 Million
2.83% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
93,499
shares
|
$21.7 Million
7.73% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
93,427
shares
|
$21.7 Million
3.74% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
93,381
shares
|
$21.7 Million
3.33% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
93,252
shares
|
$21.7 Million
3.63% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
93,244
shares
|
$21.7 Million
5.51% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
93,197
shares
|
$21.7 Million
2.78% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
93,003
shares
|
$21.6 Million
6.23% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
92,983
shares
|
$21.6 Million
5.93% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
92,823
shares
|
$21.6 Million
5.56% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
92,660
shares
|
$21.6 Million
3.73% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
92,625
shares
|
$21.5 Million
15.81% of portfolio
|
Q3 2022
Added 1692.63%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
92,601
shares
|
$21.5 Million
6.51% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
92,597
shares
|
$21.5 Million
5.88% of portfolio
|
Q4 2020
Added 3.52%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
92,577
shares
|
$21.5 Million
4.99% of portfolio
|
Q4 2024
Added 1.36%
|