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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
108,704
shares
|
$26.9 Million
5.97% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Harvard Management CO Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
108,700
shares
|
$26.9 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
108,654
shares
|
$26.8 Million
7.77% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
108,615
shares
|
$26.8 Million
5.46% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
108,578
shares
|
$26.8 Million
12.02% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
108,364
shares
|
$26.8 Million
3.5% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
108,247
shares
|
$26.7 Million
2.28% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
108,009
shares
|
$26.7 Million
6.52% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Nikko Asset Management Americas, Inc.
|
Feb 10, 2025 Q4 2024 |
107,964
shares
|
$26.7 Million
0.3% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
107,746
shares
|
$26.6 Million
7.62% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
107,350
shares
|
$26.5 Million
9.03% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
107,195
shares
|
$26.5 Million
2.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
107,102
shares
|
$26.5 Million
2.57% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
107,097
shares
|
$26.5 Million
6.3% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
107,036
shares
|
$26.4 Million
1.79% of portfolio
|
Q4 2024
Added 53.23%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
106,853
shares
|
$26.4 Million
4.23% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
106,529
shares
|
$26.3 Million
4.93% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
106,259
shares
|
$26.3 Million
6.34% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
105,664
shares
|
$26.1 Million
9.32% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
105,507
shares
|
$26.1 Million
19.69% of portfolio
|
Q4 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
105,272
shares
|
$26 Million
3.09% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
105,163
shares
|
$26 Million
3.69% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
105,124
shares
|
$26 Million
8.98% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
105,076
shares
|
$26 Million
9.22% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
105,045
shares
|
$26 Million
6.79% of portfolio
|
Q4 2024
Reduced 0.3%
|