Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,236 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 $2.22 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
300,142
shares
|
$73.7 Million
2.73% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
299,003
shares
|
$73.4 Million
6.92% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
298,682
shares
|
$73.3 Million
2.11% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
297,910
shares
|
$73.2 Million
5.98% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
297,800
shares
|
$73.1 Million
1.73% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
297,580
shares
|
$73.1 Million
5.22% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
297,451
shares
|
$73 Million
7.36% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
296,753
shares
|
$72.9 Million
2.48% of portfolio
|
Q4 2024
Added 52.47%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
296,371
shares
|
$72.8 Million
5.45% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
296,230
shares
|
$72.7 Million
9.56% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
295,822
shares
|
$72.6 Million
6.63% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
295,822
shares
|
$72.6 Million
7.76% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
295,272
shares
|
$72.5 Million
1.69% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
294,521
shares
|
$72.3 Million
12.53% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Guide Stone Capital Management, LLC
|
Feb 12, 2025 Q4 2024 |
293,577
shares
|
$72.1 Million
100.0% of portfolio
|
Q3 2022
Reduced 50.13%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
293,349
shares
|
$72 Million
4.2% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
292,260
shares
|
$71.8 Million
1.77% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
291,931
shares
|
$71.7 Million
10.88% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
291,783
shares
|
$71.6 Million
5.12% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
291,286
shares
|
$71.5 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
291,281
shares
|
$71.5 Million
26.85% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
291,250
shares
|
$71.5 Million
3.96% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
290,632
shares
|
$71.4 Million
3.79% of portfolio
|
Q4 2024
Added 54.59%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
289,725
shares
|
$71.1 Million
6.51% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
289,113
shares
|
$71 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.28%
|