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 |
|---|---|---|---|---|---|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
79,887
shares
|
$19.7 Million
4.35% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
79,556
shares
|
$19.7 Million
6.56% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
79,538
shares
|
$19.6 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
79,499
shares
|
$19.6 Million
1.85% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
79,431
shares
|
$19.6 Million
2.99% of portfolio
|
Q3 2022
Added 12.19%
|
|
|
Aragon Global Management, LP
Miami, FL |
Feb 14, 2025 Q4 2024 |
79,403
shares
|
$19.6 Million
7.37% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
79,289
shares
|
$19.6 Million
3.66% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
79,284
shares
|
$19.6 Million
3.4% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
79,165
shares
|
$19.6 Million
6.21% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
79,103
shares
|
$19.5 Million
3.28% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
79,000
shares
|
$19.5 Million
4.15% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
78,874
shares
|
$19.5 Million
3.54% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
78,861
shares
|
$19.5 Million
10.28% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
78,782
shares
|
$19.5 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,644
shares
|
$19.4 Million
4.77% of portfolio
|
Q1 2023
Added 0.47%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
78,639
shares
|
$19.4 Million
19.11% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
78,509
shares
|
$19.4 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
78,478
shares
|
$19.4 Million
6.49% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
78,332
shares
|
$19.4 Million
2.43% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Avalon Global Asset Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
78,320
shares
|
$19.3 Million
4.7% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
78,300
shares
|
$19.3 Million
5.15% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
78,213
shares
|
$19.3 Million
2.49% of portfolio
|
Q4 2024
Added 84.77%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
78,208
shares
|
$19.3 Million
6.67% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
78,205
shares
|
$19.3 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
78,198
shares
|
$19.3 Million
3.3% of portfolio
|
Q4 2024
New holding
|