Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,249 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 $2.15 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
37,722
shares
|
$8.95 Million
9.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
37,721
shares
|
$8.95 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
37,716
shares
|
$8.95 Million
1.93% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
37,689
shares
|
$8.94 Million
0.18% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
37,680
shares
|
$8.94 Million
5.55% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
37,661
shares
|
$8.94 Million
6.8% of portfolio
|
Q4 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
37,634
shares
|
$8.93 Million
7.06% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
37,617
shares
|
$8.93 Million
1.88% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
37,588
shares
|
$8.92 Million
4.56% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
37,513
shares
|
$8.9 Million
9.04% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
37,426
shares
|
$8.88 Million
4.39% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
37,398
shares
|
$8.87 Million
4.78% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
37,341
shares
|
$8.86 Million
4.41% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
37,320
shares
|
$8.86 Million
0.32% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
37,308
shares
|
$8.85 Million
11.84% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
37,287
shares
|
$8.85 Million
4.88% of portfolio
|
Q4 2024
Added 39.07%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
37,275
shares
|
$8.85 Million
1.2% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
37,221
shares
|
$8.83 Million
3.14% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
37,219
shares
|
$8.83 Million
6.16% of portfolio
|
Q4 2024
Reduced 46.7%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
37,205
shares
|
$8.83 Million
3.62% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
37,150
shares
|
$8.82 Million
2.04% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
37,094
shares
|
$8.8 Million
3.85% of portfolio
|
Q4 2023
Added 14.9%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
37,061
shares
|
$8.79 Million
6.11% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Omnia Family Wealth, LLC
|
Feb 27, 2025 Q4 2024 |
37,048
shares
|
$8.79 Million
3.84% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
North Growth Management Ltd.
|
Jan 28, 2025 Q4 2024 |
37,000
shares
|
$8.78 Million
1.76% of portfolio
|
Q4 2024
Reduced 15.91%
|