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 |
|---|---|---|---|---|---|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
89,701
shares
|
$20.9 Million
4.57% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
89,688
shares
|
$20.9 Million
9.19% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
89,615
shares
|
$20.9 Million
2.27% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
89,580
shares
|
$20.9 Million
5.3% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
89,458
shares
|
$20.9 Million
7.67% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
89,438
shares
|
$20.9 Million
7.69% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
89,279
shares
|
$20.8 Million
5.2% of portfolio
|
Q4 2024
Reduced 15.1%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
89,126
shares
|
$20.8 Million
3.5% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
89,108
shares
|
$20.8 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
89,091
shares
|
$20.8 Million
12.82% of portfolio
|
Q4 2024
Added 23.22%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
88,862
shares
|
$20.7 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
88,752
shares
|
$20.7 Million
1.52% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
88,688
shares
|
$20.7 Million
5.5% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
88,575
shares
|
$20.7 Million
11.66% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
88,445
shares
|
$20.6 Million
8.76% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
88,350
shares
|
$20.6 Million
5.49% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
88,205
shares
|
$20.6 Million
7.44% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
88,182
shares
|
$20.6 Million
2.9% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
88,014
shares
|
$20.5 Million
3.18% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
87,855
shares
|
$20.5 Million
8.63% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
87,761
shares
|
$20.5 Million
2.19% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Carroll Investors, Inc
|
Nov 14, 2024 Q3 2024 |
87,623
shares
|
$20.4 Million
13.39% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
87,552
shares
|
$20.4 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
87,547
shares
|
$20.4 Million
5.15% of portfolio
|
Q3 2024
New holding
|
|
|
Unisphere Establishment
Vaduz, N2 |
Nov 14, 2024 Q3 2024 |
87,500
shares
|
$20.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.16%
|