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 |
|---|---|---|---|---|---|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
186,402
shares
|
$46.1 Million
5.29% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
186,100
shares
|
$46 Million
2.73% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Trybe Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
186,042
shares
|
$46 Million
6.28% of portfolio
|
Q1 2024
Added 136.54%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
185,897
shares
|
$45.9 Million
9.86% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
185,721
shares
|
$45.9 Million
7.02% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
185,647
shares
|
$45.9 Million
3.81% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
185,415
shares
|
$45.8 Million
4.21% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
184,522
shares
|
$45.6 Million
11.05% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
184,171
shares
|
$45.5 Million
0.67% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
184,162
shares
|
$45.5 Million
2.9% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
184,136
shares
|
$45.5 Million
1.98% of portfolio
|
Q4 2024
Added 26.74%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
183,398
shares
|
$45.3 Million
3.66% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
183,354
shares
|
$45.3 Million
5.4% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
183,120
shares
|
$45.2 Million
0.71% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
183,061
shares
|
$45.2 Million
9.74% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
182,848
shares
|
$45.2 Million
1.09% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
182,462
shares
|
$45.1 Million
11.04% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
182,372
shares
|
$45.1 Million
3.21% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
182,006
shares
|
$45 Million
2.52% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
181,948
shares
|
$45 Million
8.71% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
181,802
shares
|
$44.9 Million
6.75% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
181,414
shares
|
$44.8 Million
0.8% of portfolio
|
Q4 2024
Reduced 28.43%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
181,258
shares
|
$44.8 Million
7.7% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
180,961
shares
|
$44.7 Million
2.79% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
180,794
shares
|
$44.7 Million
5.43% of portfolio
|
Q4 2024
Reduced 2.78%
|