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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
49,528
shares
|
$11.9 Million
4.48% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
49,520
shares
|
$11.9 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
49,456
shares
|
$11.9 Million
0.94% of portfolio
|
Q4 2023
Reduced 1.58%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
49,421
shares
|
$11.9 Million
1.56% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
49,338
shares
|
$11.9 Million
7.41% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
49,326
shares
|
$11.9 Million
2.14% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
49,317
shares
|
$11.9 Million
1.43% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
49,276
shares
|
$11.8 Million
2.19% of portfolio
|
Q2 2024
Added 46.37%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
49,259
shares
|
$11.8 Million
5.03% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
49,231
shares
|
$11.8 Million
4.17% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
49,211
shares
|
$11.8 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
49,209
shares
|
$11.8 Million
1.07% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
49,181
shares
|
$11.8 Million
3.7% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
49,060
shares
|
$11.8 Million
4.27% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
49,006
shares
|
$11.8 Million
6.58% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
48,979
shares
|
$11.8 Million
2.75% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
48,914
shares
|
$11.8 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
48,900
shares
|
$11.8 Million
1.59% of portfolio
|
Q4 2024
Added 70.82%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
48,898
shares
|
$11.8 Million
2.79% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
48,876
shares
|
$11.7 Million
4.88% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Stony Point Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
48,856
shares
|
$11.7 Million
2.57% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
48,785
shares
|
$11.7 Million
5.55% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
48,755
shares
|
$11.7 Million
1.35% of portfolio
|
Q4 2024
Added 134.91%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
48,748
shares
|
$11.7 Million
6.49% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
48,722
shares
|
$11.7 Million
4.18% of portfolio
|
Q1 2024
Added 7.95%
|