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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
135,943
shares
|
$33.6 Million
5.03% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
135,929
shares
|
$33.6 Million
8.51% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
135,777
shares
|
$33.6 Million
4.64% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
135,722
shares
|
$33.5 Million
3.33% of portfolio
|
Q4 2024
Added 33.81%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
135,417
shares
|
$33.5 Million
3.04% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
135,402
shares
|
$33.5 Million
4.6% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
135,313
shares
|
$33.4 Million
8.84% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
135,307
shares
|
$33.4 Million
3.4% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
135,287
shares
|
$33.4 Million
11.96% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Westwood Wealth Management
|
Feb 13, 2025 Q4 2024 |
135,158
shares
|
$33.4 Million
12.29% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
135,055
shares
|
$33.4 Million
5.13% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
134,894
shares
|
$33.3 Million
8.72% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Dnca Finance
Paris, I0 |
Feb 13, 2025 Q4 2024 |
134,801
shares
|
$33.3 Million
2.63% of portfolio
|
Q4 2024
Added 94.04%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
134,741
shares
|
$33.3 Million
4.64% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
134,709
shares
|
$33.3 Million
8.11% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
134,655
shares
|
$33.3 Million
5.13% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
134,461
shares
|
$33.2 Million
4.41% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
134,194
shares
|
$33.2 Million
4.1% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Mark Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
134,162
shares
|
$33.2 Million
4.05% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
133,980
shares
|
$33.1 Million
7.07% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
133,933
shares
|
$33.1 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
133,913
shares
|
$33.1 Million
2.25% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
133,888
shares
|
$33.1 Million
4.81% of portfolio
|
Q4 2024
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
133,856
shares
|
$33.1 Million
7.23% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
133,668
shares
|
$33 Million
15.11% of portfolio
|
Q1 2023
Reduced 4.37%
|