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 |
|---|---|---|---|---|---|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
158,011
shares
|
$39 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
157,755
shares
|
$39 Million
17.49% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
157,568
shares
|
$38.9 Million
10.25% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
157,529
shares
|
$38.9 Million
6.64% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
157,515
shares
|
$38.9 Million
7.46% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
157,366
shares
|
$38.9 Million
0.76% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
157,358
shares
|
$38.9 Million
7.24% of portfolio
|
Q4 2024
Added 27.85%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Feb 07, 2025 Q4 2024 |
157,194
shares
|
$38.8 Million
9.91% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
157,174
shares
|
$38.8 Million
4.66% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
157,100
shares
|
$38.8 Million
1.59% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
First Long Island Investors, LLC
|
Feb 13, 2025 Q4 2024 |
157,010
shares
|
$38.8 Million
3.13% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Progressive Investment Management Corp
|
Feb 12, 2025 Q4 2024 |
156,961
shares
|
$38.8 Million
10.2% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
156,825
shares
|
$38.8 Million
6.66% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
156,388
shares
|
$38.6 Million
5.76% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
156,142
shares
|
$38.6 Million
3.38% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
156,097
shares
|
$38.6 Million
4.18% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
155,893
shares
|
$38.5 Million
3.99% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
155,747
shares
|
$38.5 Million
0.08% of portfolio
|
Q4 2024
Added 39.52%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
155,737
shares
|
$38.5 Million
5.87% of portfolio
|
Q2 2024
Reduced 13.1%
|
|
|
Tiff Advisory Services Inc
|
Feb 06, 2025 Q4 2024 |
155,729
shares
|
$38.5 Million
12.7% of portfolio
|
Q4 2024
Added 118.86%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
155,691
shares
|
$38.5 Million
7.82% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
155,597
shares
|
$38.4 Million
4.82% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
155,587
shares
|
$38.4 Million
2.41% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
155,407
shares
|
$38.4 Million
3.6% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
155,099
shares
|
$38.3 Million
4.97% of portfolio
|
Q4 2024
Reduced 2.67%
|