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 |
|---|---|---|---|---|---|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
55,788
shares
|
$13.4 Million
5.17% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
55,689
shares
|
$13.4 Million
2.59% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
55,671
shares
|
$13.4 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
55,660
shares
|
$13.4 Million
6.52% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
55,594
shares
|
$13.4 Million
2.9% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Tlw Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
55,544
shares
|
$13.4 Million
8.28% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
55,507
shares
|
$13.3 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
55,439
shares
|
$13.3 Million
2.42% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Carmel Capital Management L.L.C.
|
Jan 21, 2025 Q4 2024 |
55,412
shares
|
$13.3 Million
5.52% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
55,400
shares
|
$13.3 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
55,285
shares
|
$13.3 Million
3.91% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
55,284
shares
|
$13.3 Million
2.32% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
55,234
shares
|
$13.3 Million
9.47% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
55,175
shares
|
$13.3 Million
4.05% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
55,101
shares
|
$13.2 Million
3.95% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Freemont Management S.A.
|
Feb 10, 2025 Q4 2024 |
55,000
shares
|
$13.2 Million
6.86% of portfolio
|
Q3 2024
Reduced 57.03%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
54,941
shares
|
$13.2 Million
7.16% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
54,933
shares
|
$13.2 Million
2.83% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
54,921
shares
|
$13.2 Million
6.57% of portfolio
|
Q4 2024
Added 78.37%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
54,854
shares
|
$13.2 Million
4.89% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
54,754
shares
|
$13.2 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
54,735
shares
|
$13.2 Million
2.17% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
54,670
shares
|
$13.1 Million
4.42% of portfolio
|
Q4 2024
Reduced 34.15%
|
|
|
Menlo Advisors LLC
|
Feb 06, 2025 Q4 2024 |
54,617
shares
|
$13.1 Million
6.98% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
54,607
shares
|
$13.1 Million
9.55% of portfolio
|
Q4 2024
Reduced 3.21%
|