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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
124,711
shares
|
$30.8 Million
1.88% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
124,693
shares
|
$30.8 Million
10.98% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
124,544
shares
|
$30.8 Million
1.85% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
124,500
shares
|
$30.8 Million
0.69% of portfolio
|
Q4 2024
Reduced 56.54%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
124,467
shares
|
$30.8 Million
13.0% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
124,219
shares
|
$30.7 Million
4.7% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
124,028
shares
|
$30.6 Million
6.91% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
123,818
shares
|
$30.6 Million
4.65% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
123,577
shares
|
$30.5 Million
5.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
123,342
shares
|
$30.5 Million
6.56% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Linden Rose Investment LLC
|
Jan 24, 2023 Q4 2022 |
122,929
shares
|
$30.4 Million
42.9% of portfolio
|
Q4 2022
Reduced 4.99%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
122,808
shares
|
$30.3 Million
3.83% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
122,722
shares
|
$30.3 Million
2.87% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
Horiko Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
122,644
shares
|
$30.3 Million
8.89% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
122,567
shares
|
$30.3 Million
4.05% of portfolio
|
Q4 2022
Reduced 11.65%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
122,465
shares
|
$30.3 Million
2.8% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
122,315
shares
|
$30.2 Million
6.35% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
Feb 07, 2025 Q4 2024 |
122,222
shares
|
$30.2 Million
2.16% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
122,127
shares
|
$30.2 Million
0.26% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
121,992
shares
|
$30.1 Million
4.17% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
121,792
shares
|
$30.1 Million
5.48% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
121,788
shares
|
$30.1 Million
3.75% of portfolio
|
Q4 2024
Added 18.4%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
121,763
shares
|
$30.1 Million
2.1% of portfolio
|
Q4 2024
Reduced 18.79%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
121,441
shares
|
$30 Million
2.87% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
121,407
shares
|
$30 Million
6.03% of portfolio
|
Q4 2024
Added 1.77%
|