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 |
|---|---|---|---|---|---|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
166,552
shares
|
$41.2 Million
2.3% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
166,285
shares
|
$41.1 Million
21.24% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Draper Asset Management, LLC
Smithtown, NY |
Feb 06, 2025 Q4 2024 |
166,072
shares
|
$41 Million
27.25% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
165,315
shares
|
$40.8 Million
3.61% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Saybrook Capital
|
Feb 07, 2025 Q4 2024 |
165,307
shares
|
$40.8 Million
11.46% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
165,277
shares
|
$40.8 Million
6.98% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
165,099
shares
|
$40.8 Million
15.24% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Insight Holdings Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
165,070
shares
|
$40.8 Million
2.73% of portfolio
|
Q4 2024
Reduced 38.82%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
165,009
shares
|
$40.8 Million
4.95% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
164,935
shares
|
$40.8 Million
3.84% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
164,669
shares
|
$40.7 Million
16.22% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
164,623
shares
|
$40.7 Million
5.1% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
164,425
shares
|
$40.6 Million
12.67% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
164,393
shares
|
$40.6 Million
12.51% of portfolio
|
Q1 2023
Added 7.25%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
164,387
shares
|
$40.6 Million
7.56% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
164,204
shares
|
$40.6 Million
4.98% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
164,151
shares
|
$40.6 Million
4.33% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Feb 06, 2025 Q4 2024 |
163,880
shares
|
$40.5 Million
4.43% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
Feb 14, 2025 Q4 2024 |
163,857
shares
|
$40.5 Million
8.07% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
163,081
shares
|
$40.3 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
163,068
shares
|
$40.3 Million
6.22% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
162,551
shares
|
$40.2 Million
4.56% of portfolio
|
Q4 2022
Added 9.92%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
162,513
shares
|
$40.2 Million
2.34% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162,112
shares
|
$40.1 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
161,908
shares
|
$40 Million
10.1% of portfolio
|
Q4 2024
Reduced 1.07%
|