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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
81,010
shares
|
$20 Million
3.81% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
80,969
shares
|
$20 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.05%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
80,909
shares
|
$20 Million
2.46% of portfolio
|
Q4 2022
Reduced 0.71%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
80,838
shares
|
$20 Million
4.06% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
80,766
shares
|
$20 Million
4.34% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
80,736
shares
|
$19.9 Million
7.37% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
80,667
shares
|
$19.9 Million
2.1% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
80,621
shares
|
$19.9 Million
2.93% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
80,579
shares
|
$19.9 Million
3.57% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
80,554
shares
|
$19.9 Million
10.29% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
80,505
shares
|
$19.9 Million
6.66% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Feb 12, 2025 Q4 2024 |
80,501
shares
|
$19.9 Million
2.43% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
80,403
shares
|
$19.9 Million
5.19% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Feb 14, 2025 Q4 2024 |
80,351
shares
|
$19.8 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tenere Capital LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
80,331
shares
|
$19.8 Million
5.71% of portfolio
|
Q4 2024
Reduced 27.65%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
80,303
shares
|
$19.8 Million
6.62% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
80,225
shares
|
$19.8 Million
4.41% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
80,210
shares
|
$19.8 Million
2.32% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
80,182
shares
|
$19.8 Million
3.92% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Icici Prudential Asset Management CO LTD
|
Jan 31, 2025 Q4 2024 |
80,009
shares
|
$19.8 Million
2.27% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
79,971
shares
|
$19.8 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
79,967
shares
|
$19.8 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Feb 13, 2025 Q4 2024 |
79,935
shares
|
$19.7 Million
5.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
79,931
shares
|
$19.7 Million
6.1% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
79,900
shares
|
$19.7 Million
3.78% of portfolio
|
Q4 2024
Added 28.43%
|