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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
95,108
shares
|
$23.5 Million
4.05% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
94,985
shares
|
$23.5 Million
6.26% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
94,974
shares
|
$23.5 Million
8.64% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
94,798
shares
|
$23.4 Million
7.38% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
94,726
shares
|
$23.4 Million
5.47% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
94,719
shares
|
$23.4 Million
10.31% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
94,671
shares
|
$23.4 Million
0.62% of portfolio
|
Q4 2024
Added 55.42%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
94,613
shares
|
$23.4 Million
0.77% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
94,467
shares
|
$23.3 Million
2.07% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
94,459
shares
|
$23.3 Million
2.34% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
94,408
shares
|
$23.3 Million
10.08% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
94,407
shares
|
$23.3 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
94,344
shares
|
$23.3 Million
3.17% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
94,168
shares
|
$23.3 Million
19.43% of portfolio
|
Q4 2024
New holding
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
94,026
shares
|
$23.2 Million
3.65% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
93,806
shares
|
$23.2 Million
3.35% of portfolio
|
Q4 2024
Added 53.31%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
93,662
shares
|
$23.1 Million
2.83% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
93,626
shares
|
$23.1 Million
0.32% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
93,529
shares
|
$23.1 Million
4.64% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
93,499
shares
|
$23.1 Million
7.73% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
93,427
shares
|
$23.1 Million
3.74% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
93,252
shares
|
$23 Million
3.63% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
93,244
shares
|
$23 Million
5.51% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
93,197
shares
|
$23 Million
2.78% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
93,072
shares
|
$23 Million
1.97% of portfolio
|
Q4 2024
Added 9.12%
|