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 |
|---|---|---|---|---|---|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,224
shares
|
$6.7 Million
5.12% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
28,196
shares
|
$6.69 Million
0.98% of portfolio
|
Q4 2024
Reduced 29.78%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
28,180
shares
|
$6.69 Million
2.76% of portfolio
|
Q4 2022
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
28,174
shares
|
$6.69 Million
3.98% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
28,125
shares
|
$6.67 Million
3.54% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
28,121
shares
|
$6.67 Million
3.71% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
28,058
shares
|
$6.66 Million
2.73% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
28,050
shares
|
$6.66 Million
0.61% of portfolio
|
Q4 2024
Added 15.7%
|
|
|
Karani Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,043
shares
|
$6.65 Million
6.57% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
28,020
shares
|
$6.65 Million
1.32% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
28,009
shares
|
$6.65 Million
1.46% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
27,986
shares
|
$6.64 Million
0.91% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
27,982
shares
|
$6.64 Million
3.6% of portfolio
|
Q2 2024
Reduced 60.51%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
27,970
shares
|
$6.64 Million
4.59% of portfolio
|
Q4 2024
Reduced 93.65%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
27,957
shares
|
$6.63 Million
2.09% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
27,954
shares
|
$6.63 Million
1.41% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
27,943
shares
|
$6.63 Million
3.7% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
27,918
shares
|
$6.62 Million
5.7% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
27,916
shares
|
$6.62 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
27,865
shares
|
$6.61 Million
5.44% of portfolio
|
Q2 2023
Reduced 32.69%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
27,851
shares
|
$6.61 Million
2.62% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
27,847
shares
|
$6.61 Million
2.76% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
27,821
shares
|
$6.6 Million
1.04% of portfolio
|
Q1 2024
Added 200.02%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
27,817
shares
|
$6.6 Million
1.62% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
27,795
shares
|
$6.6 Million
6.5% of portfolio
|
Q4 2024
New holding
|