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 |
|---|---|---|---|---|---|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
214,198
shares
|
$52.9 Million
7.91% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
214,153
shares
|
$52.9 Million
4.44% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
213,909
shares
|
$52.9 Million
3.24% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
213,749
shares
|
$52.8 Million
4.73% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
213,390
shares
|
$52.7 Million
2.69% of portfolio
|
Q4 2022
Added 82.42%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
213,069
shares
|
$52.6 Million
4.26% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
211,357
shares
|
$52.2 Million
2.96% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
210,899
shares
|
$52.1 Million
3.53% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Baker Chad R
Perrysburg, OH |
Jan 15, 2025 Q4 2024 |
210,474
shares
|
$52 Million
10.62% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
210,424
shares
|
$52 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
210,163
shares
|
$51.9 Million
6.59% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
210,000
shares
|
$51.9 Million
4.35% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
209,940
shares
|
$51.9 Million
9.65% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
209,769
shares
|
$51.8 Million
2.91% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
209,307
shares
|
$51.7 Million
6.58% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
208,075
shares
|
$51.4 Million
5.8% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
207,934
shares
|
$51.4 Million
3.6% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
207,802
shares
|
$51.3 Million
10.52% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
207,555
shares
|
$51.3 Million
4.89% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
207,369
shares
|
$51.2 Million
5.37% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
206,997
shares
|
$51.1 Million
9.79% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
206,765
shares
|
$51.1 Million
3.65% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
206,683
shares
|
$51.1 Million
3.55% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
206,511
shares
|
$51 Million
0.67% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
205,967
shares
|
$50.9 Million
6.37% of portfolio
|
Q4 2024
Added 2.5%
|