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 |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
130,126
shares
|
$32.2 Million
2.63% of portfolio
|
Q4 2024
Added 299.33%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
130,045
shares
|
$32.1 Million
2.26% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
130,030
shares
|
$32.1 Million
3.24% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
130,001
shares
|
$32.1 Million
2.36% of portfolio
|
Q3 2024
Reduced 20.69%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
129,960
shares
|
$32.1 Million
4.31% of portfolio
|
Q2 2023
Added 3.89%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
129,862
shares
|
$32.1 Million
2.69% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
129,809
shares
|
$32.1 Million
3.03% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
129,750
shares
|
$32.1 Million
4.96% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Harris Associates L P
Chicago, IL |
Feb 14, 2025 Q4 2024 |
129,560
shares
|
$32 Million
0.04% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
129,322
shares
|
$32 Million
2.81% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
129,279
shares
|
$31.9 Million
10.37% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
128,924
shares
|
$31.9 Million
5.45% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
128,750
shares
|
$31.8 Million
9.05% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
128,738
shares
|
$31.8 Million
8.42% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Manchester Global Management (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
128,699
shares
|
$31.8 Million
4.25% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
128,661
shares
|
$31.8 Million
1.57% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
128,610
shares
|
$31.8 Million
3.01% of portfolio
|
Q4 2022
Reduced 3.14%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
128,519
shares
|
$31.8 Million
2.24% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
128,491
shares
|
$31.8 Million
2.47% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
128,391
shares
|
$31.7 Million
9.7% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
127,972
shares
|
$31.6 Million
2.85% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
127,944
shares
|
$31.6 Million
3.63% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
127,858
shares
|
$31.6 Million
5.73% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
127,735
shares
|
$31.6 Million
1.52% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
127,608
shares
|
$31.5 Million
3.11% of portfolio
|
Q4 2024
Added 6.24%
|