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 |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
175,871
shares
|
$43.5 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
175,798
shares
|
$43.4 Million
2.06% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
175,576
shares
|
$43.4 Million
1.88% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
175,482
shares
|
$43.4 Million
17.52% of portfolio
|
Q4 2024
Added 18.77%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
175,403
shares
|
$43.3 Million
5.31% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
174,992
shares
|
$43.2 Million
9.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
174,965
shares
|
$43.2 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
174,706
shares
|
$43.2 Million
6.31% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
174,652
shares
|
$43.2 Million
15.76% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Feb 14, 2025 Q4 2024 |
174,585
shares
|
$43.1 Million
1.47% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
174,354
shares
|
$43.1 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
174,236
shares
|
$43.1 Million
4.03% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
174,075
shares
|
$43 Million
3.73% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
173,372
shares
|
$42.8 Million
2.97% of portfolio
|
Q4 2023
Reduced 52.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
172,767
shares
|
$42.7 Million
3.12% of portfolio
|
Q4 2024
Added 37.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
172,656
shares
|
$42.7 Million
2.04% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
172,475
shares
|
$42.6 Million
4.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
172,411
shares
|
$42.6 Million
4.41% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
172,385
shares
|
$42.6 Million
9.08% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
172,210
shares
|
$42.6 Million
1.02% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
172,195
shares
|
$42.5 Million
14.4% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
171,916
shares
|
$42.5 Million
0.84% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
171,895
shares
|
$42.5 Million
6.99% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
171,849
shares
|
$42.5 Million
11.37% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Fcf Advisors LLC
|
Feb 13, 2025 Q4 2024 |
171,439
shares
|
$42.4 Million
6.72% of portfolio
|
Q4 2024
Added 46.53%
|