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 |
|---|---|---|---|---|---|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
78,208
shares
|
$18.2 Million
6.67% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
78,205
shares
|
$18.2 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
78,198
shares
|
$18.2 Million
3.3% of portfolio
|
Q4 2024
New holding
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
78,065
shares
|
$18.2 Million
6.31% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
78,057
shares
|
$18.2 Million
0.23% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
78,022
shares
|
$18.2 Million
4.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
77,922
shares
|
$18.2 Million
3.46% of portfolio
|
Q2 2024
Reduced 9.74%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
77,865
shares
|
$18.2 Million
4.2% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
77,855
shares
|
$18.2 Million
2.72% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
77,831
shares
|
$18.2 Million
2.32% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
77,822
shares
|
$18.1 Million
5.18% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
77,820
shares
|
$18.1 Million
0.44% of portfolio
|
Q4 2024
Reduced 19.92%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
77,813
shares
|
$18.1 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
77,691
shares
|
$18.1 Million
4.16% of portfolio
|
Q3 2023
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
77,656
shares
|
$18.1 Million
4.52% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
77,610
shares
|
$18.1 Million
0.78% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
77,580
shares
|
$18.1 Million
3.41% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
77,437
shares
|
$18.1 Million
6.29% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
77,411
shares
|
$18.1 Million
2.52% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
77,330
shares
|
$18 Million
5.81% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
77,292
shares
|
$18 Million
1.57% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
77,123
shares
|
$18 Million
11.63% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
77,092
shares
|
$18 Million
6.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
77,077
shares
|
$18 Million
6.42% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
76,990
shares
|
$18 Million
2.94% of portfolio
|
Q4 2024
Added 4.09%
|