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 |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
104,986
shares
|
$25.9 Million
3.54% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
104,975
shares
|
$25.9 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
104,837
shares
|
$25.9 Million
14.32% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
104,764
shares
|
$25.9 Million
7.21% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
104,745
shares
|
$25.9 Million
3.95% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
104,647
shares
|
$25.9 Million
2.41% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
104,341
shares
|
$25.8 Million
5.63% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
104,222
shares
|
$25.8 Million
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
103,933
shares
|
$25.7 Million
11.96% of portfolio
|
Q3 2023
Added 31.69%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
103,901
shares
|
$25.7 Million
7.51% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
103,885
shares
|
$25.7 Million
4.68% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
103,880
shares
|
$25.7 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
103,869
shares
|
$25.7 Million
3.23% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
103,769
shares
|
$25.6 Million
1.66% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Feb 12, 2025 Q4 2024 |
103,514
shares
|
$25.6 Million
5.42% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
103,336
shares
|
$25.5 Million
0.51% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
103,263
shares
|
$25.5 Million
2.92% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
103,256
shares
|
$25.5 Million
7.23% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
103,191
shares
|
$25.5 Million
6.12% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
103,017
shares
|
$25.5 Million
7.68% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
103,012
shares
|
$25.5 Million
4.89% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
102,808
shares
|
$25.4 Million
6.1% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
102,776
shares
|
$25.4 Million
3.64% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
102,640
shares
|
$25.4 Million
3.52% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
102,597
shares
|
$25.4 Million
8.18% of portfolio
|
Q4 2024
Added 0.35%
|