Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,947 institutions that hold shares in the stock, with a total of 8.75 Billion shares, which have been reported (via 13F filing form) to have a value of $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
69,203
shares
|
$15.8 Million
5.74% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
69,166
shares
|
$15.7 Million
6.88% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
69,154
shares
|
$15.7 Million
10.11% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
69,125
shares
|
$15.7 Million
1.56% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
69,068
shares
|
$15.7 Million
0.98% of portfolio
|
Q4 2023
Added 2.54%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
69,037
shares
|
$15.7 Million
2.75% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
69,013
shares
|
$15.7 Million
3.73% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
68,915
shares
|
$15.7 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
68,913
shares
|
$15.7 Million
3.55% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
68,787
shares
|
$15.7 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
68,657
shares
|
$15.6 Million
13.52% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
68,641
shares
|
$15.6 Million
5.1% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
68,571
shares
|
$15.6 Million
3.28% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
68,523
shares
|
$15.6 Million
3.77% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
68,478
shares
|
$15.6 Million
5.53% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
68,454
shares
|
$15.6 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
68,450
shares
|
$15.6 Million
3.6% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
68,191
shares
|
$15.5 Million
3.18% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
68,163
shares
|
$15.5 Million
9.86% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
68,019
shares
|
$15.5 Million
10.64% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
67,918
shares
|
$15.5 Million
12.24% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
67,870
shares
|
$15.4 Million
9.59% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
67,858
shares
|
$15.4 Million
2.35% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
67,620
shares
|
$15.4 Million
3.33% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
67,613
shares
|
$15.4 Million
3.73% of portfolio
|
Q3 2024
Added 32.76%
|