Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,240 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 $2.24 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
205,590
shares
|
$50.8 Million
2.0% of portfolio
|
Q3 2022
Added 6718.91%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
205,069
shares
|
$50.7 Million
6.48% of portfolio
|
Q3 2022
Reduced 2.12%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
205,000
shares
|
$50.7 Million
5.23% of portfolio
|
Q4 2022
Reduced 6.82%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
204,650
shares
|
$50.6 Million
7.9% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
204,458
shares
|
$50.5 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
204,404
shares
|
$50.5 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 31, 2025 Q4 2024 |
203,931
shares
|
$50.4 Million
6.62% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
203,754
shares
|
$50.3 Million
3.88% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
203,729
shares
|
$50.3 Million
6.96% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
203,564
shares
|
$50.3 Million
2.05% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
203,428
shares
|
$50.3 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
203,364
shares
|
$50.3 Million
5.4% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
May Tech Global Investments, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
203,239
shares
|
$50.2 Million
6.05% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
202,738
shares
|
$50.1 Million
3.04% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Ug Investment Advisers Ltd.
Taipei, F5 |
Jan 22, 2025 Q4 2024 |
202,663
shares
|
$50.1 Million
19.86% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
202,442
shares
|
$50 Million
3.28% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
202,301
shares
|
$50 Million
7.93% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
201,818
shares
|
$49.9 Million
9.22% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
201,402
shares
|
$49.8 Million
1.23% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
201,196
shares
|
$49.7 Million
5.7% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
200,796
shares
|
$49.6 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
200,574
shares
|
$49.6 Million
1.51% of portfolio
|
Q4 2024
Reduced 33.36%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
200,559
shares
|
$49.6 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
200,000
shares
|
$49.4 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
200,000
shares
|
$49.4 Million
0.19% of portfolio
|
Q4 2024
Reduced 78.56%
|