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 |
|---|---|---|---|---|---|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
83,027
shares
|
$19.4 Million
5.28% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
82,943
shares
|
$19.3 Million
23.8% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
82,903
shares
|
$19.3 Million
1.95% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
82,675
shares
|
$19.3 Million
12.81% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
82,621
shares
|
$19.3 Million
6.63% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
82,471
shares
|
$19.2 Million
0.25% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
82,438
shares
|
$19.2 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
82,329
shares
|
$19.2 Million
6.23% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
82,324
shares
|
$19.2 Million
5.07% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
82,293
shares
|
$19.2 Million
3.64% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
82,293
shares
|
$19.2 Million
2.71% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
82,291
shares
|
$19.2 Million
4.44% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
82,196
shares
|
$19.2 Million
6.62% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
81,887
shares
|
$19.1 Million
3.19% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
81,815
shares
|
$19.1 Million
3.44% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
81,595
shares
|
$19 Million
1.13% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
81,523
shares
|
$19 Million
5.29% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
81,416
shares
|
$19 Million
1.17% of portfolio
|
Q3 2023
Reduced 28.68%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
81,314
shares
|
$19 Million
1.21% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
81,267
shares
|
$19 Million
10.27% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
81,203
shares
|
$18.9 Million
1.35% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
81,169
shares
|
$18.9 Million
4.73% of portfolio
|
Q1 2024
Reduced 47.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
81,096
shares
|
$18.9 Million
5.45% of portfolio
|
Q4 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
81,062
shares
|
$18.9 Million
2.15% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
81,052
shares
|
$18.9 Million
9.62% of portfolio
|
Q4 2024
Reduced 1.07%
|