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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
150,340
shares
|
$37.1 Million
2.55% of portfolio
|
Q3 2022
Added 5.6%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
150,004
shares
|
$37.1 Million
2.09% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
149,879
shares
|
$37 Million
9.28% of portfolio
|
Q1 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
149,835
shares
|
$37 Million
3.93% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
149,802
shares
|
$37 Million
10.32% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
149,389
shares
|
$36.9 Million
1.86% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
149,244
shares
|
$36.9 Million
9.4% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
149,194
shares
|
$36.9 Million
14.82% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
149,035
shares
|
$36.8 Million
8.23% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
148,988
shares
|
$36.8 Million
13.81% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
148,927
shares
|
$36.8 Million
1.89% of portfolio
|
Q4 2023
Reduced 4.26%
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
148,400
shares
|
$36.7 Million
6.08% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Cypress Funds LLC
|
Feb 11, 2025 Q4 2024 |
148,297
shares
|
$36.6 Million
4.99% of portfolio
|
Q2 2024
Reduced 24.47%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
148,209
shares
|
$36.6 Million
4.67% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
148,145
shares
|
$36.6 Million
6.48% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
148,084
shares
|
$36.6 Million
5.82% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
148,045
shares
|
$36.6 Million
2.62% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
148,008
shares
|
$36.6 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
147,928
shares
|
$36.6 Million
9.9% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
147,507
shares
|
$36.4 Million
9.81% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Jan 07, 2025 Q4 2024 |
147,483
shares
|
$36.4 Million
17.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
147,339
shares
|
$36.4 Million
23.78% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
147,311
shares
|
$36.4 Million
3.96% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
147,221
shares
|
$36.4 Million
4.61% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
146,353
shares
|
$36.2 Million
0.86% of portfolio
|
Q4 2024
Added 1.47%
|