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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
248,764
shares
|
$61.1 Million
6.11% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
248,706
shares
|
$61.1 Million
3.67% of portfolio
|
Q4 2024
Added 30.71%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
248,302
shares
|
$61 Million
5.7% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
247,989
shares
|
$60.9 Million
7.72% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
246,947
shares
|
$60.6 Million
8.04% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
246,608
shares
|
$60.6 Million
4.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
245,666
shares
|
$60.3 Million
22.49% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
244,428
shares
|
$60 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
244,389
shares
|
$60 Million
2.0% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
244,354
shares
|
$60 Million
6.84% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Guardian Capital LP
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
243,274
shares
|
$59.7 Million
2.49% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Feb 11, 2025 Q4 2024 |
241,277
shares
|
$59.2 Million
9.06% of portfolio
|
Q4 2024
Reduced 39.98%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
240,664
shares
|
$59.1 Million
5.83% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
240,458
shares
|
$59 Million
4.59% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
240,366
shares
|
$59 Million
4.2% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
240,256
shares
|
$59 Million
3.65% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
239,710
shares
|
$58.9 Million
3.89% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
239,383
shares
|
$58.8 Million
8.45% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
239,051
shares
|
$58.7 Million
11.25% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
238,701
shares
|
$58.6 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
237,871
shares
|
$58.4 Million
8.41% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
237,826
shares
|
$58.4 Million
7.35% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
237,641
shares
|
$58.4 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
237,368
shares
|
$58.3 Million
2.93% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
236,587
shares
|
$58.1 Million
4.16% of portfolio
|
Q4 2024
Added 7.33%
|