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 |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
127,565
shares
|
$31.5 Million
9.74% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
127,563
shares
|
$31.5 Million
8.85% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
127,440
shares
|
$31.5 Million
8.76% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
127,368
shares
|
$31.5 Million
3.92% of portfolio
|
Q4 2024
Reduced 53.49%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
127,341
shares
|
$31.5 Million
6.72% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
127,313
shares
|
$31.5 Million
2.36% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
127,201
shares
|
$31.4 Million
15.22% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
126,900
shares
|
$31.4 Million
3.59% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
126,770
shares
|
$31.3 Million
4.03% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
126,736
shares
|
$31.3 Million
1.41% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
126,664
shares
|
$31.3 Million
5.48% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
126,570
shares
|
$31.3 Million
7.44% of portfolio
|
Q4 2022
Reduced 7.73%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
126,272
shares
|
$31.2 Million
5.82% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
126,179
shares
|
$31.2 Million
7.56% of portfolio
|
Q4 2024
New holding
|
|
|
Nwi Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
126,100
shares
|
$31.2 Million
1.39% of portfolio
|
Q3 2024
Reduced 76.47%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
125,948
shares
|
$31.1 Million
4.15% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
125,821
shares
|
$31.1 Million
6.99% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
125,737
shares
|
$31.1 Million
2.64% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
125,680
shares
|
$31.1 Million
13.9% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
125,647
shares
|
$31 Million
3.22% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
125,604
shares
|
$31 Million
2.87% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Centre Asset Management, LLC
|
Jan 03, 2025 Q4 2024 |
125,528
shares
|
$31 Million
7.19% of portfolio
|
Q4 2024
Added 76.23%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
125,384
shares
|
$31 Million
7.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
125,309
shares
|
$31 Million
10.59% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
124,791
shares
|
$30.8 Million
1.36% of portfolio
|
Q4 2024
Added 54.72%
|