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 |
|---|---|---|---|---|---|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
180,642
shares
|
$44.6 Million
5.97% of portfolio
|
Q4 2024
Reduced 25.07%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
180,028
shares
|
$44.5 Million
6.36% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
179,704
shares
|
$44.4 Million
7.63% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
179,572
shares
|
$44.4 Million
2.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
179,244
shares
|
$44.3 Million
5.29% of portfolio
|
Q2 2023
Added 5.9%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
179,231
shares
|
$44.3 Million
2.07% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
179,030
shares
|
$44.2 Million
5.29% of portfolio
|
Q4 2024
Added 152.52%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
178,954
shares
|
$44.2 Million
7.27% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
178,032
shares
|
$44 Million
8.09% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
177,892
shares
|
$44 Million
6.25% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
177,880
shares
|
$44 Million
12.49% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
177,754
shares
|
$43.9 Million
3.33% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
177,608
shares
|
$43.9 Million
10.96% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
177,417
shares
|
$43.8 Million
8.85% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
177,398
shares
|
$43.8 Million
23.38% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
177,056
shares
|
$43.8 Million
3.22% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Feb 14, 2025 Q4 2024 |
177,027
shares
|
$43.7 Million
2.47% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
176,965
shares
|
$43.7 Million
1.77% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
176,963
shares
|
$43.7 Million
3.42% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
176,738
shares
|
$43.7 Million
3.35% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
176,620
shares
|
$43.6 Million
3.69% of portfolio
|
Q4 2023
Reduced 52.9%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jan 28, 2025 Q4 2024 |
176,542
shares
|
$43.6 Million
3.09% of portfolio
|
Q4 2024
Reduced 33.28%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
176,446
shares
|
$43.6 Million
6.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
176,243
shares
|
$43.5 Million
4.29% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
175,985
shares
|
$43.5 Million
6.18% of portfolio
|
Q4 2024
Added 1.54%
|