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 |
|---|---|---|---|---|---|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
89,701
shares
|
$22.2 Million
4.57% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
89,690
shares
|
$22.2 Million
13.94% of portfolio
|
Q4 2024
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
89,641
shares
|
$22.1 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
89,580
shares
|
$22.1 Million
5.3% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
89,458
shares
|
$22.1 Million
7.67% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
89,438
shares
|
$22.1 Million
7.69% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Feb 12, 2025 Q4 2024 |
89,418
shares
|
$22.1 Million
6.15% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
89,279
shares
|
$22.1 Million
5.2% of portfolio
|
Q4 2024
Reduced 15.1%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
89,210
shares
|
$22 Million
1.74% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
89,126
shares
|
$22 Million
3.5% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
89,108
shares
|
$22 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
89,091
shares
|
$22 Million
12.82% of portfolio
|
Q4 2024
Added 23.22%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
88,881
shares
|
$22 Million
0.97% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
88,862
shares
|
$22 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Efg Asset Management (North America) Corp.
|
Feb 11, 2025 Q4 2024 |
88,774
shares
|
$21.9 Million
3.15% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
88,752
shares
|
$21.9 Million
1.52% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
88,688
shares
|
$21.9 Million
5.5% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
88,575
shares
|
$21.9 Million
11.66% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
88,445
shares
|
$21.8 Million
8.76% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
88,372
shares
|
$21.8 Million
5.35% of portfolio
|
Q4 2024
Added 16.42%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
88,344
shares
|
$21.8 Million
2.48% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Stf Management LP
Frisco, TX |
Feb 12, 2025 Q4 2024 |
88,277
shares
|
$21.8 Million
9.92% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
88,205
shares
|
$21.8 Million
7.44% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
88,014
shares
|
$21.7 Million
3.18% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
87,855
shares
|
$21.7 Million
8.63% of portfolio
|
Q4 2024
Reduced 3.04%
|