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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
146,130
shares
|
$36.1 Million
2.52% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
145,983
shares
|
$36.1 Million
8.82% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
145,673
shares
|
$36 Million
4.77% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
145,434
shares
|
$35.9 Million
4.56% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
145,398
shares
|
$35.9 Million
4.84% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
145,313
shares
|
$35.9 Million
9.12% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
145,240
shares
|
$35.9 Million
0.99% of portfolio
|
Q2 2023
New holding
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
145,174
shares
|
$35.9 Million
49.24% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
144,731
shares
|
$35.8 Million
8.42% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
144,671
shares
|
$35.7 Million
3.74% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
144,291
shares
|
$35.7 Million
10.7% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
144,126
shares
|
$35.6 Million
1.22% of portfolio
|
Q4 2022
Added 32.33%
|
|
|
De Burlo Group Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
144,102
shares
|
$35.6 Million
4.87% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
143,541
shares
|
$35.5 Million
17.42% of portfolio
|
Q4 2024
New holding
|
|
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
Feb 05, 2025 Q4 2024 |
143,440
shares
|
$35.4 Million
10.8% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
143,330
shares
|
$35.4 Million
4.97% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
143,243
shares
|
$35.4 Million
2.09% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
143,234
shares
|
$35.4 Million
4.89% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
142,900
shares
|
$35.3 Million
3.22% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
142,768
shares
|
$35.3 Million
3.97% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
142,539
shares
|
$35.2 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
142,508
shares
|
$35.2 Million
3.78% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
142,281
shares
|
$35.2 Million
2.23% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
142,097
shares
|
$35.1 Million
7.46% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
141,999
shares
|
$35.1 Million
18.72% of portfolio
|
Q4 2022
New holding
|