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 |
|---|---|---|---|---|---|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
91,194
shares
|
$22.5 Million
3.49% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
90,965
shares
|
$22.5 Million
18.76% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
90,930
shares
|
$22.5 Million
12.81% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
90,882
shares
|
$22.5 Million
12.66% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
90,852
shares
|
$22.4 Million
7.06% of portfolio
|
Q2 2022
Reduced 7.34%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
90,803
shares
|
$22.4 Million
1.82% of portfolio
|
Q4 2024
Reduced 16.91%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
90,788
shares
|
$22.4 Million
9.31% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
90,778
shares
|
$22.4 Million
5.32% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
90,771
shares
|
$22.4 Million
14.58% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
90,696
shares
|
$22.4 Million
3.66% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
90,663
shares
|
$22.4 Million
2.44% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
90,599
shares
|
$22.4 Million
7.46% of portfolio
|
Q3 2024
Added 31.3%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
90,576
shares
|
$22.4 Million
10.52% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
90,530
shares
|
$22.4 Million
7.56% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
90,421
shares
|
$22.3 Million
4.32% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
90,357
shares
|
$22.3 Million
10.39% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
90,298
shares
|
$22.3 Million
3.87% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Feb 11, 2025 Q4 2024 |
90,269
shares
|
$22.3 Million
6.99% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
90,130
shares
|
$22.3 Million
11.51% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
89,982
shares
|
$22.2 Million
2.82% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
89,968
shares
|
$22.2 Million
9.62% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
89,890
shares
|
$22.2 Million
6.86% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
89,816
shares
|
$22.2 Million
13.63% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
89,778
shares
|
$22.2 Million
4.96% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
89,725
shares
|
$22.2 Million
2.94% of portfolio
|
Q4 2024
Reduced 1.65%
|