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 |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
141,969
shares
|
$35.1 Million
3.15% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
141,953
shares
|
$35.1 Million
3.66% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
141,800
shares
|
$35 Million
3.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
141,591
shares
|
$35 Million
12.78% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
141,577
shares
|
$35 Million
4.24% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Summit Rock Advisors, LP
|
Feb 10, 2025 Q4 2024 |
141,544
shares
|
$35 Million
12.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
141,403
shares
|
$34.9 Million
22.79% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
141,272
shares
|
$34.9 Million
5.39% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
141,196
shares
|
$34.9 Million
6.69% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140,974
shares
|
$34.8 Million
2.74% of portfolio
|
Q2 2023
Reduced 2.82%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
140,840
shares
|
$34.8 Million
7.2% of portfolio
|
Q4 2024
Reduced 18.68%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
140,794
shares
|
$34.8 Million
2.04% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
140,676
shares
|
$34.8 Million
3.31% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 06, 2025 Q4 2024 |
140,222
shares
|
$34.6 Million
11.55% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
140,156
shares
|
$34.6 Million
9.86% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
139,986
shares
|
$34.6 Million
3.73% of portfolio
|
Q4 2024
Added 99.25%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
139,879
shares
|
$34.6 Million
13.85% of portfolio
|
Q4 2024
Added 72.18%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
139,493
shares
|
$34.5 Million
0.82% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
139,458
shares
|
$34.5 Million
3.12% of portfolio
|
Q2 2023
Added 2.21%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
139,442
shares
|
$34.5 Million
2.26% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Kidder Stephen W
|
Feb 12, 2025 Q4 2024 |
139,441
shares
|
$34.5 Million
10.74% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
139,279
shares
|
$34.4 Million
10.2% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
139,105
shares
|
$34.4 Million
1.38% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
139,020
shares
|
$34.4 Million
3.74% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Capital International LTD
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
138,999
shares
|
$34.3 Million
1.48% of portfolio
|
Q4 2024
Reduced 14.05%
|