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 |
|---|---|---|---|---|---|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
171,340
shares
|
$42.3 Million
17.41% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
170,732
shares
|
$42.2 Million
2.69% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
170,531
shares
|
$42.1 Million
6.45% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
170,468
shares
|
$42.1 Million
1.25% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
170,380
shares
|
$42.1 Million
4.18% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
169,879
shares
|
$42 Million
4.04% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
169,875
shares
|
$42 Million
12.99% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
169,874
shares
|
$42 Million
11.31% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Guinness Asset Management LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
169,584
shares
|
$41.9 Million
0.85% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
169,550
shares
|
$41.9 Million
6.16% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
169,548
shares
|
$41.9 Million
5.72% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
169,357
shares
|
$41.8 Million
4.78% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
169,355
shares
|
$41.8 Million
4.07% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
169,324
shares
|
$41.8 Million
8.85% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
169,240
shares
|
$41.8 Million
2.06% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
169,016
shares
|
$41.8 Million
6.97% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
169,002
shares
|
$41.8 Million
6.83% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
168,984
shares
|
$41.8 Million
3.17% of portfolio
|
Q4 2024
Added 160.4%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
168,897
shares
|
$41.7 Million
18.77% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
168,693
shares
|
$41.7 Million
3.45% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Jlb & Associates Inc
|
Feb 03, 2025 Q4 2024 |
168,253
shares
|
$41.6 Million
6.14% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
167,042
shares
|
$41.3 Million
4.54% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
166,876
shares
|
$41.2 Million
3.29% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
166,703
shares
|
$41.2 Million
1.97% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
166,555
shares
|
$41.2 Million
0.54% of portfolio
|
Q4 2024
Reduced 33.47%
|