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 |
|---|---|---|---|---|---|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
85,085
shares
|
$21 Million
5.96% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
84,931
shares
|
$21 Million
4.72% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
84,831
shares
|
$21 Million
6.53% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
84,786
shares
|
$20.9 Million
4.11% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
84,619
shares
|
$20.9 Million
1.75% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
84,592
shares
|
$20.9 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
84,570
shares
|
$20.9 Million
7.19% of portfolio
|
Q4 2024
Added 57.85%
|
|
|
Eulav Asset Management
|
Jan 28, 2025 Q4 2024 |
84,061
shares
|
$20.8 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
84,040
shares
|
$20.8 Million
2.41% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
83,977
shares
|
$20.7 Million
3.35% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
83,976
shares
|
$20.7 Million
2.82% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
83,879
shares
|
$20.7 Million
8.76% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Puzo Michael J
|
Feb 12, 2025 Q4 2024 |
83,809
shares
|
$20.7 Million
6.02% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
83,735
shares
|
$20.7 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
83,706
shares
|
$20.7 Million
4.21% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
83,679
shares
|
$20.7 Million
3.45% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
83,641
shares
|
$20.7 Million
6.34% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
83,640
shares
|
$20.7 Million
2.88% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
83,601
shares
|
$20.7 Million
3.69% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
83,315
shares
|
$20.6 Million
4.67% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
83,257
shares
|
$20.6 Million
10.53% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 10, 2025 Q3 2024 |
83,238
shares
|
$20.6 Million
7.17% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
83,177
shares
|
$20.5 Million
5.33% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
83,173
shares
|
$20.5 Million
21.97% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
82,943
shares
|
$20.5 Million
23.8% of portfolio
|
Q4 2024
Reduced 0.48%
|