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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
192,391
shares
|
$47.5 Million
3.21% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
192,155
shares
|
$47.5 Million
3.52% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
192,095
shares
|
$47.5 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
191,934
shares
|
$47.4 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
191,540
shares
|
$47.3 Million
1.22% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
191,282
shares
|
$47.3 Million
6.65% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
190,854
shares
|
$47.2 Million
7.71% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
189,857
shares
|
$46.9 Million
3.35% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
189,666
shares
|
$46.9 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
189,611
shares
|
$46.9 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
189,580
shares
|
$46.8 Million
4.89% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
189,490
shares
|
$46.8 Million
5.86% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
189,421
shares
|
$46.8 Million
2.76% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
189,020
shares
|
$46.7 Million
4.54% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
188,992
shares
|
$46.7 Million
4.92% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
188,584
shares
|
$46.6 Million
3.99% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
188,326
shares
|
$46.5 Million
0.87% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
188,191
shares
|
$46.5 Million
7.46% of portfolio
|
Q4 2024
Added 229.62%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
187,931
shares
|
$46.4 Million
6.13% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
187,706
shares
|
$46.4 Million
2.78% of portfolio
|
Q3 2022
Added 0.6%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
187,159
shares
|
$46.2 Million
6.51% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
186,822
shares
|
$46.2 Million
7.73% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
186,663
shares
|
$46.1 Million
1.71% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
186,555
shares
|
$46.1 Million
4.96% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
186,424
shares
|
$46.1 Million
3.01% of portfolio
|
Q4 2024
Added 46.85%
|