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 |
|---|---|---|---|---|---|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
79,887
shares
|
$18.6 Million
4.35% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
79,556
shares
|
$18.6 Million
6.56% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
79,538
shares
|
$18.5 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
79,499
shares
|
$18.5 Million
1.85% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
79,431
shares
|
$18.5 Million
2.99% of portfolio
|
Q3 2022
Added 12.19%
|
|
|
Aragon Global Management, LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
79,403
shares
|
$18.5 Million
7.75% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
79,284
shares
|
$18.5 Million
3.4% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
79,186
shares
|
$18.5 Million
4.64% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
79,165
shares
|
$18.5 Million
6.21% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
79,103
shares
|
$18.4 Million
3.28% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
79,087
shares
|
$18.4 Million
4.87% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
79,052
shares
|
$18.4 Million
3.57% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
78,874
shares
|
$18.4 Million
3.54% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
78,861
shares
|
$18.4 Million
10.28% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
78,782
shares
|
$18.4 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
78,677
shares
|
$18.3 Million
2.28% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,644
shares
|
$18.3 Million
4.77% of portfolio
|
Q1 2023
Added 0.47%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
78,509
shares
|
$18.3 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
78,478
shares
|
$18.3 Million
6.49% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
78,412
shares
|
$18.3 Million
3.12% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
78,335
shares
|
$18.3 Million
4.52% of portfolio
|
Q3 2024
Reduced 15.9%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
78,332
shares
|
$18.3 Million
2.43% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Avalon Global Asset Management LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
78,320
shares
|
$18.3 Million
2.75% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
78,300
shares
|
$18.3 Million
5.15% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
78,227
shares
|
$18.2 Million
8.86% of portfolio
|
Q3 2024
Reduced 0.66%
|