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 |
|---|---|---|---|---|---|
|
Nzs Capital, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
161,829
shares
|
$40 Million
1.95% of portfolio
|
Q4 2024
Reduced 43.05%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
161,577
shares
|
$39.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
161,375
shares
|
$39.9 Million
3.47% of portfolio
|
Q4 2024
Added 91.27%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
161,103
shares
|
$39.8 Million
4.45% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
161,066
shares
|
$39.8 Million
1.46% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
161,026
shares
|
$39.8 Million
6.63% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
161,005
shares
|
$39.8 Million
9.76% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
161,005
shares
|
$39.8 Million
4.14% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
160,955
shares
|
$39.8 Million
10.56% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
160,669
shares
|
$39.7 Million
4.33% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
160,612
shares
|
$39.7 Million
3.66% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
160,222
shares
|
$39.6 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
160,112
shares
|
$39.6 Million
3.13% of portfolio
|
Q2 2024
Added 571.27%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
160,063
shares
|
$39.6 Million
12.86% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
160,032
shares
|
$39.5 Million
8.52% of portfolio
|
Q4 2024
Added 44.67%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
159,971
shares
|
$39.5 Million
15.03% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
159,432
shares
|
$39.4 Million
12.47% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
158,943
shares
|
$39.3 Million
2.59% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
158,846
shares
|
$39.3 Million
3.08% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
158,695
shares
|
$39.2 Million
1.18% of portfolio
|
Q3 2023
Added 1.63%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
158,632
shares
|
$39.2 Million
1.44% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
158,625
shares
|
$39.2 Million
6.47% of portfolio
|
Q3 2023
Reduced 14.91%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
158,602
shares
|
$39.2 Million
6.24% of portfolio
|
Q4 2024
Added 174.28%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
158,382
shares
|
$39.1 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
158,180
shares
|
$39.1 Million
10.56% of portfolio
|
Q4 2024
Reduced 5.76%
|