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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
43,117
shares
|
$10.4 Million
4.79% of portfolio
|
Q4 2024
Reduced 16.16%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
43,077
shares
|
$10.4 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
43,068
shares
|
$10.4 Million
6.4% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
43,050
shares
|
$10.3 Million
3.39% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Feb 14, 2025 Q4 2024 |
42,896
shares
|
$10.3 Million
6.11% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
42,884
shares
|
$10.3 Million
5.76% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
42,845
shares
|
$10.3 Million
3.26% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
42,826
shares
|
$10.3 Million
8.95% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
42,796
shares
|
$10.3 Million
8.7% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
42,793
shares
|
$10.3 Million
2.22% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,752
shares
|
$10.3 Million
1.28% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
42,730
shares
|
$10.3 Million
3.04% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
42,726
shares
|
$10.3 Million
2.23% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
42,639
shares
|
$10.2 Million
1.97% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
42,634
shares
|
$10.2 Million
4.42% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
42,623
shares
|
$10.2 Million
8.14% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
42,584
shares
|
$10.2 Million
6.8% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
42,487
shares
|
$10.2 Million
5.05% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
42,484
shares
|
$10.2 Million
5.08% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
42,439
shares
|
$10.2 Million
1.23% of portfolio
|
Q1 2023
Reduced 0.62%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
42,398
shares
|
$10.2 Million
1.71% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
42,380
shares
|
$10.2 Million
6.92% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
42,345
shares
|
$10.2 Million
3.81% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
42,343
shares
|
$10.2 Million
3.25% of portfolio
|
Q4 2022
Added 13.44%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
42,289
shares
|
$10.2 Million
10.76% of portfolio
|
Q1 2023
Reduced 0.76%
|