Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,242 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 $2.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
100,236
shares
|
$24.8 Million
7.62% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
100,121
shares
|
$24.7 Million
3.97% of portfolio
|
Q2 2022
Reduced 16.49%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
99,947
shares
|
$24.7 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
99,935
shares
|
$24.7 Million
4.19% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
99,910
shares
|
$24.7 Million
2.5% of portfolio
|
Q4 2024
Added 25.65%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
99,735
shares
|
$24.6 Million
6.83% of portfolio
|
Q2 2022
Reduced 2.48%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
99,567
shares
|
$24.6 Million
1.92% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
99,528
shares
|
$24.6 Million
4.64% of portfolio
|
Q2 2023
Added 29.29%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
99,403
shares
|
$24.6 Million
4.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
99,397
shares
|
$24.6 Million
3.59% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
99,388
shares
|
$24.6 Million
5.11% of portfolio
|
Q4 2024
Added 24.96%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
99,288
shares
|
$24.5 Million
9.02% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
Feb 07, 2025 Q4 2024 |
99,218
shares
|
$24.5 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
99,183
shares
|
$24.5 Million
11.53% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
99,154
shares
|
$24.5 Million
2.57% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
99,102
shares
|
$24.5 Million
2.85% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
98,992
shares
|
$24.5 Million
4.66% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
98,890
shares
|
$24.4 Million
4.64% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
98,740
shares
|
$24.4 Million
1.3% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
98,679
shares
|
$24.4 Million
7.67% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
98,584
shares
|
$24.4 Million
6.66% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
98,428
shares
|
$24.3 Million
6.01% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
98,314
shares
|
$24.3 Million
5.68% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
98,047
shares
|
$24.2 Million
7.42% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Goldstream Capital Management LTD
|
Feb 14, 2025 Q4 2024 |
97,982
shares
|
$24.2 Million
7.02% of portfolio
|
Q4 2024
Reduced 6.58%
|