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 |
|---|---|---|---|---|---|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
97,900
shares
|
$24.2 Million
1.67% of portfolio
|
Q2 2024
Added 8.66%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
97,662
shares
|
$24.1 Million
5.06% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
97,554
shares
|
$24.1 Million
4.51% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
97,476
shares
|
$24.1 Million
13.9% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
97,466
shares
|
$24.1 Million
0.47% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
97,411
shares
|
$24.1 Million
3.54% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
97,405
shares
|
$24.1 Million
3.59% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
97,312
shares
|
$24 Million
3.07% of portfolio
|
Q2 2023
Added 1.63%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
97,287
shares
|
$24 Million
7.49% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Harbor Island Capital LLC
|
Jan 27, 2025 Q4 2024 |
97,285
shares
|
$24 Million
13.31% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
97,227
shares
|
$24 Million
4.92% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
97,203
shares
|
$24 Million
4.26% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
96,834
shares
|
$23.9 Million
3.44% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
96,701
shares
|
$23.9 Million
8.39% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
96,531
shares
|
$23.8 Million
3.4% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
96,309
shares
|
$23.8 Million
3.94% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
96,265
shares
|
$23.8 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
96,239
shares
|
$23.8 Million
0.77% of portfolio
|
Q4 2024
Added 2388.73%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
96,133
shares
|
$23.7 Million
4.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
95,918
shares
|
$23.7 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
95,869
shares
|
$23.7 Million
16.65% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
95,682
shares
|
$23.6 Million
3.08% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
95,594
shares
|
$23.6 Million
5.4% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
95,553
shares
|
$23.6 Million
1.99% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
95,163
shares
|
$23.5 Million
3.93% of portfolio
|
Q4 2024
Reduced 1.13%
|