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 |
|---|---|---|---|---|---|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
39,077
shares
|
$9.39 Million
5.06% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
39,056
shares
|
$9.39 Million
2.07% of portfolio
|
Q4 2024
Added 31.95%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
39,039
shares
|
$9.38 Million
3.77% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
39,006
shares
|
$9.38 Million
4.65% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
38,998
shares
|
$9.37 Million
7.78% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
38,983
shares
|
$9.37 Million
1.23% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
38,939
shares
|
$9.36 Million
4.7% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
38,915
shares
|
$9.35 Million
1.33% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
38,900
shares
|
$9.35 Million
4.28% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
38,885
shares
|
$9.35 Million
2.74% of portfolio
|
Q4 2023
Reduced 22.49%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
38,880
shares
|
$9.35 Million
6.18% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
38,825
shares
|
$9.33 Million
3.94% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
38,812
shares
|
$9.33 Million
4.19% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
38,805
shares
|
$9.33 Million
2.67% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
38,757
shares
|
$9.32 Million
2.12% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
38,728
shares
|
$9.31 Million
0.71% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
38,728
shares
|
$9.31 Million
0.71% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
38,689
shares
|
$9.3 Million
1.52% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
38,689
shares
|
$9.3 Million
3.27% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
38,680
shares
|
$9.3 Million
6.93% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
38,575
shares
|
$9.27 Million
6.97% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
38,562
shares
|
$9.27 Million
3.27% of portfolio
|
Q4 2024
New holding
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
38,560
shares
|
$9.27 Million
2.04% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
38,551
shares
|
$9.27 Million
5.76% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
38,543
shares
|
$9.26 Million
5.98% of portfolio
|
Q4 2024
Reduced 6.79%
|