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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
155,096
shares
|
$38.3 Million
6.9% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
154,987
shares
|
$38.3 Million
4.44% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
154,737
shares
|
$38.2 Million
13.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
154,588
shares
|
$38.2 Million
4.24% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
154,558
shares
|
$38.2 Million
13.81% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
154,550
shares
|
$38.2 Million
10.24% of portfolio
|
Q4 2023
Added 4.86%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
154,305
shares
|
$38.1 Million
2.21% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
154,178
shares
|
$38.1 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
153,568
shares
|
$37.9 Million
1.95% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
153,462
shares
|
$37.9 Million
2.25% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
153,400
shares
|
$37.9 Million
3.02% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
153,099
shares
|
$37.8 Million
13.14% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
152,572
shares
|
$37.7 Million
2.17% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
152,264
shares
|
$37.6 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
152,219
shares
|
$37.6 Million
3.42% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
152,093
shares
|
$37.6 Million
12.81% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
151,758
shares
|
$37.5 Million
3.6% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
151,551
shares
|
$37.4 Million
5.16% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
151,445
shares
|
$37.4 Million
3.34% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
151,390
shares
|
$37.4 Million
3.45% of portfolio
|
Q4 2024
Added 73.96%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
151,096
shares
|
$37.3 Million
5.49% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
150,811
shares
|
$37.3 Million
2.26% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
150,546
shares
|
$37.2 Million
1.91% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
150,532
shares
|
$37.2 Million
5.41% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
150,446
shares
|
$37.2 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.93%
|