Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,242 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 $2.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
16,991
shares
|
$4.2 Million
0.89% of portfolio
|
Q2 2024
Added 27.44%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
16,981
shares
|
$4.19 Million
1.84% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Feb 13, 2025 Q4 2024 |
16,976
shares
|
$4.19 Million
0.17% of portfolio
|
Q4 2024
Added 72.31%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
16,957
shares
|
$4.19 Million
3.06% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
16,943
shares
|
$4.19 Million
1.19% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
16,940
shares
|
$4.18 Million
1.59% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
16,926
shares
|
$4.18 Million
0.96% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
16,911
shares
|
$4.18 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
16,911
shares
|
$4.18 Million
3.07% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
16,910
shares
|
$4.18 Million
2.56% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
16,891
shares
|
$4.17 Million
1.29% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
16,890
shares
|
$4.17 Million
1.54% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
16,886
shares
|
$4.17 Million
1.94% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
16,883
shares
|
$4.17 Million
2.71% of portfolio
|
Q4 2024
Added 247.17%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
16,860
shares
|
$4.17 Million
0.63% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
16,855
shares
|
$4.16 Million
0.78% of portfolio
|
Q4 2024
Added 234.89%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
16,855
shares
|
$4.16 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
16,846
shares
|
$4.16 Million
1.7% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
16,834
shares
|
$4.16 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
16,830
shares
|
$4.16 Million
3.99% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
16,790
shares
|
$4.15 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
16,778
shares
|
$4.14 Million
2.06% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
16,766
shares
|
$4.14 Million
1.15% of portfolio
|
Q4 2024
Added 92.38%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
16,753
shares
|
$4.14 Million
2.08% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
16,715
shares
|
$4.13 Million
4.18% of portfolio
|
Q4 2024
Reduced 0.8%
|