Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,999 institutions that hold shares in the stock, with a total of 8.81 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
60,181
shares
|
$14 Million
8.48% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
60,092
shares
|
$14 Million
4.94% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
60,034
shares
|
$14 Million
5.95% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
60,034
shares
|
$14 Million
5.72% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Bailey Value Limited Partnership
Danvers, MA |
Nov 10, 2022 Q3 2022 |
60,000
shares
|
$14 Million
13.07% of portfolio
|
Q4 2021
New holding
|
|
|
Grand Alliance Asset Management LTD
Central, K3 |
Nov 14, 2024 Q3 2024 |
60,000
shares
|
$14 Million
9.31% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
59,931
shares
|
$13.9 Million
3.31% of portfolio
|
Q4 2024
Added 27.07%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
59,919
shares
|
$13.9 Million
1.66% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
59,911
shares
|
$13.9 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
59,873
shares
|
$13.9 Million
3.12% of portfolio
|
Q4 2024
Added 26.85%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
59,763
shares
|
$13.9 Million
1.76% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
59,750
shares
|
$13.9 Million
0.65% of portfolio
|
Q4 2024
Reduced 44.95%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
59,739
shares
|
$13.9 Million
13.69% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
59,690
shares
|
$13.9 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
59,667
shares
|
$13.9 Million
7.76% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
59,561
shares
|
$13.9 Million
4.3% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
59,556
shares
|
$13.9 Million
2.93% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
59,537
shares
|
$13.8 Million
4.63% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
59,533
shares
|
$13.8 Million
12.38% of portfolio
|
Q4 2023
Reduced 24.89%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
59,521
shares
|
$13.8 Million
1.58% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
59,421
shares
|
$13.8 Million
3.65% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
59,346
shares
|
$13.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 97.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
59,332
shares
|
$13.8 Million
1.69% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
59,302
shares
|
$13.8 Million
4.94% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
59,220
shares
|
$13.8 Million
6.7% of portfolio
|
Q4 2024
Reduced 0.33%
|