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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
138,918
shares
|
$34.3 Million
3.68% of portfolio
|
Q4 2024
Reduced 46.41%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
138,709
shares
|
$34.3 Million
6.01% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
138,600
shares
|
$34.2 Million
3.37% of portfolio
|
Q4 2024
Added 21.65%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
138,351
shares
|
$34.2 Million
7.32% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
138,307
shares
|
$34.2 Million
7.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
138,250
shares
|
$34.2 Million
10.89% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
138,058
shares
|
$34.1 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
137,841
shares
|
$34.1 Million
14.68% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
137,439
shares
|
$34 Million
22.79% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
137,360
shares
|
$33.9 Million
12.5% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
137,214
shares
|
$33.9 Million
2.36% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
136,889
shares
|
$33.8 Million
5.54% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
136,837
shares
|
$33.8 Million
3.78% of portfolio
|
Q4 2024
New holding
|
|
|
South Street Advisors LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
136,778
shares
|
$33.8 Million
5.26% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
136,721
shares
|
$33.8 Million
4.85% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
136,570
shares
|
$33.7 Million
4.99% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
136,394
shares
|
$33.7 Million
6.89% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
136,390
shares
|
$33.7 Million
4.62% of portfolio
|
Q4 2022
Reduced 22.96%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
136,273
shares
|
$33.7 Million
4.06% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
136,200
shares
|
$33.7 Million
2.98% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
136,107
shares
|
$33.6 Million
3.05% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
136,043
shares
|
$33.6 Million
2.77% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
136,017
shares
|
$33.6 Million
3.54% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
136,005
shares
|
$33.6 Million
5.44% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
135,962
shares
|
$33.6 Million
9.38% of portfolio
|
Q4 2024
Reduced 2.07%
|