Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,245 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.17 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
58,582
shares
|
$14.1 Million
2.87% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
58,578
shares
|
$14.1 Million
5.36% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
58,504
shares
|
$14.1 Million
2.71% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
58,503
shares
|
$14.1 Million
10.51% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
58,493
shares
|
$14.1 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
58,465
shares
|
$14.1 Million
16.2% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
58,457
shares
|
$14.1 Million
13.17% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
58,415
shares
|
$14 Million
3.05% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
58,364
shares
|
$14 Million
3.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
58,227
shares
|
$14 Million
4.54% of portfolio
|
Q4 2024
Reduced 81.77%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
58,141
shares
|
$14 Million
10.41% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
58,088
shares
|
$14 Million
1.3% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
58,082
shares
|
$14 Million
1.69% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
58,028
shares
|
$13.9 Million
4.85% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
58,021
shares
|
$13.9 Million
1.3% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
58,011
shares
|
$13.9 Million
3.46% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
57,953
shares
|
$13.9 Million
1.19% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
57,951
shares
|
$13.9 Million
5.3% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
57,939
shares
|
$13.9 Million
3.72% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
57,910
shares
|
$13.9 Million
3.87% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
57,902
shares
|
$13.9 Million
5.71% of portfolio
|
Q4 2024
Added 73.55%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
57,848
shares
|
$13.9 Million
8.05% of portfolio
|
Q3 2023
Reduced 71.8%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
57,832
shares
|
$13.9 Million
1.05% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Feb 03, 2025 Q4 2024 |
57,829
shares
|
$13.9 Million
12.94% of portfolio
|
Q4 2024
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
57,789
shares
|
$13.9 Million
3.74% of portfolio
|
Q4 2024
Reduced 0.26%
|