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 |
|---|---|---|---|---|---|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
121,364
shares
|
$30 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
121,186
shares
|
$29.9 Million
7.84% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
120,938
shares
|
$29.9 Million
0.13% of portfolio
|
Q1 2024
Reduced 25.6%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
120,795
shares
|
$29.8 Million
1.92% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
120,698
shares
|
$29.8 Million
4.7% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
120,620
shares
|
$29.8 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
120,618
shares
|
$29.8 Million
2.53% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
120,525
shares
|
$29.8 Million
2.8% of portfolio
|
Q1 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
120,378
shares
|
$29.7 Million
18.36% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
120,153
shares
|
$29.7 Million
4.83% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
120,079
shares
|
$29.7 Million
4.46% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
120,000
shares
|
$29.7 Million
1.61% of portfolio
|
Q3 2022
Reduced 7.69%
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Feb 05, 2025 Q4 2024 |
120,000
shares
|
$29.7 Million
27.8% of portfolio
|
Q4 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
119,902
shares
|
$29.6 Million
6.11% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
119,637
shares
|
$29.6 Million
0.13% of portfolio
|
Q4 2022
Added 25.52%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
119,531
shares
|
$29.5 Million
3.09% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
119,491
shares
|
$29.5 Million
9.95% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
119,466
shares
|
$29.5 Million
7.73% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
119,441
shares
|
$29.5 Million
6.42% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
119,414
shares
|
$29.5 Million
3.59% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
119,400
shares
|
$29.5 Million
3.75% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
119,262
shares
|
$29.5 Million
3.12% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
119,217
shares
|
$29.5 Million
7.84% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
119,026
shares
|
$29.4 Million
5.64% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
118,983
shares
|
$29.4 Million
1.07% of portfolio
|
Q4 2024
Added 4.76%
|