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 |
|---|---|---|---|---|---|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
87,761
shares
|
$21.7 Million
2.19% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
87,655
shares
|
$21.7 Million
0.8% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
87,552
shares
|
$21.6 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
87,519
shares
|
$21.6 Million
9.89% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Feb 14, 2025 Q4 2024 |
87,500
shares
|
$21.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
87,491
shares
|
$21.6 Million
3.4% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
87,348
shares
|
$21.6 Million
5.77% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
87,319
shares
|
$21.6 Million
1.75% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
87,225
shares
|
$21.5 Million
2.95% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
87,205
shares
|
$21.5 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Osher Van De Voorde Investment Management
|
Jan 21, 2025 Q4 2024 |
87,181
shares
|
$21.5 Million
4.7% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Carroll Investors, Inc
|
Feb 13, 2025 Q4 2024 |
86,862
shares
|
$21.5 Million
12.3% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
86,782
shares
|
$21.4 Million
4.58% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
86,559
shares
|
$21.4 Million
4.61% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
86,344
shares
|
$21.3 Million
7.62% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
86,154
shares
|
$21.3 Million
3.48% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
86,110
shares
|
$21.3 Million
6.28% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Feb 12, 2025 Q4 2024 |
85,866
shares
|
$21.2 Million
5.38% of portfolio
|
Q4 2024
Reduced 20.27%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
85,716
shares
|
$21.2 Million
0.94% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
85,705
shares
|
$21.2 Million
5.3% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
85,668
shares
|
$21.2 Million
12.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
85,502
shares
|
$21.1 Million
4.97% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
85,258
shares
|
$21.1 Million
2.76% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Feb 13, 2025 Q4 2024 |
85,200
shares
|
$21 Million
2.23% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Renaissance Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
85,198
shares
|
$21 Million
4.73% of portfolio
|
Q4 2024
Added 0.57%
|