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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
72,068
shares
|
$16.8 Million
4.67% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
71,990
shares
|
$16.8 Million
6.06% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
71,920
shares
|
$16.8 Million
1.31% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
71,864
shares
|
$16.8 Million
3.07% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
71,861
shares
|
$16.8 Million
5.48% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
71,734
shares
|
$16.7 Million
6.74% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
71,548
shares
|
$16.7 Million
3.29% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Lattice Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
71,434
shares
|
$16.7 Million
15.19% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
71,405
shares
|
$16.7 Million
7.44% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
71,405
shares
|
$16.7 Million
5.68% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
71,283
shares
|
$16.6 Million
4.11% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
71,190
shares
|
$16.6 Million
4.12% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
71,119
shares
|
$16.6 Million
7.44% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
71,118
shares
|
$16.6 Million
3.27% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
71,103
shares
|
$16.6 Million
6.87% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
70,930
shares
|
$16.5 Million
6.35% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Settian Capital LP
|
Nov 13, 2024 Q3 2024 |
70,900
shares
|
$16.5 Million
12.04% of portfolio
|
Q4 2022
Added 10.44%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
70,874
shares
|
$16.5 Million
9.28% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
70,840
shares
|
$16.5 Million
8.01% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
70,804
shares
|
$16.5 Million
0.66% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
Georgetown University
Washington, DC |
Nov 14, 2024 Q3 2024 |
70,735
shares
|
$16.5 Million
5.47% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
70,727
shares
|
$16.5 Million
2.55% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Nov 12, 2024 Q3 2024 |
70,618
shares
|
$16.5 Million
9.66% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
70,587
shares
|
$16.5 Million
10.28% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Hendley & CO Inc
|
Feb 04, 2025 Q4 2024 |
70,577
shares
|
$16.5 Million
6.2% of portfolio
|
Q4 2024
Reduced 0.27%
|