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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
82,903
shares
|
$20.5 Million
1.95% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
82,894
shares
|
$20.5 Million
5.43% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
82,765
shares
|
$20.4 Million
4.85% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
82,621
shares
|
$20.4 Million
6.63% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
82,471
shares
|
$20.4 Million
0.25% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
82,438
shares
|
$20.4 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
82,329
shares
|
$20.3 Million
6.23% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
82,306
shares
|
$20.3 Million
13.64% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
82,293
shares
|
$20.3 Million
3.64% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
82,291
shares
|
$20.3 Million
4.44% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
81,887
shares
|
$20.2 Million
3.19% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
81,837
shares
|
$20.2 Million
5.4% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
81,815
shares
|
$20.2 Million
3.44% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
81,595
shares
|
$20.2 Million
1.13% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
81,460
shares
|
$20.1 Million
2.85% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
81,416
shares
|
$20.1 Million
1.17% of portfolio
|
Q3 2023
Reduced 28.68%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
81,408
shares
|
$20.1 Million
1.78% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
81,305
shares
|
$20.1 Million
5.91% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
81,225
shares
|
$20.1 Million
6.98% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
81,203
shares
|
$20.1 Million
1.35% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
81,169
shares
|
$20.1 Million
4.99% of portfolio
|
Q1 2024
Reduced 47.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
81,096
shares
|
$20 Million
5.45% of portfolio
|
Q4 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
81,062
shares
|
$20 Million
2.15% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
81,052
shares
|
$20 Million
9.62% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
81,046
shares
|
$20 Million
3.34% of portfolio
|
Q1 2024
Added 446.98%
|