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 |
|---|---|---|---|---|---|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
59,195
shares
|
$13.8 Million
4.36% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
59,192
shares
|
$13.8 Million
7.46% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
59,173
shares
|
$13.8 Million
5.29% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
59,156
shares
|
$13.8 Million
5.09% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
59,147
shares
|
$13.8 Million
4.55% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
59,144
shares
|
$13.8 Million
2.86% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
59,115
shares
|
$13.8 Million
2.15% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
58,947
shares
|
$13.7 Million
0.75% of portfolio
|
Q4 2024
Added 52.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
58,940
shares
|
$13.7 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
58,816
shares
|
$13.7 Million
4.8% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
58,784
shares
|
$13.7 Million
2.91% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
58,750
shares
|
$13.7 Million
3.84% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Feb 12, 2025 Q4 2024 |
58,748
shares
|
$13.7 Million
3.75% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
58,728
shares
|
$13.7 Million
1.47% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
58,671
shares
|
$13.6 Million
2.72% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
58,668
shares
|
$13.6 Million
3.67% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
58,582
shares
|
$13.6 Million
2.87% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
58,578
shares
|
$13.6 Million
5.36% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
58,504
shares
|
$13.6 Million
2.71% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
58,503
shares
|
$13.6 Million
10.51% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
58,457
shares
|
$13.6 Million
13.17% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
58,415
shares
|
$13.6 Million
3.05% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
58,406
shares
|
$13.6 Million
2.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
58,299
shares
|
$13.6 Million
2.88% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
58,141
shares
|
$13.5 Million
10.41% of portfolio
|
Q4 2024
Reduced 5.55%
|