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 |
|---|---|---|---|---|---|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
78,065
shares
|
$19.3 Million
6.31% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
78,057
shares
|
$19.3 Million
0.23% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
78,022
shares
|
$19.3 Million
4.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
78,009
shares
|
$19.3 Million
5.18% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
77,831
shares
|
$19.2 Million
2.32% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
77,822
shares
|
$19.2 Million
5.18% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
77,820
shares
|
$19.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 19.92%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
77,814
shares
|
$19.2 Million
5.37% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
77,813
shares
|
$19.2 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
77,807
shares
|
$19.2 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
77,754
shares
|
$19.2 Million
2.05% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
77,691
shares
|
$19.2 Million
4.16% of portfolio
|
Q3 2023
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
77,580
shares
|
$19.2 Million
3.41% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
77,437
shares
|
$19.1 Million
6.29% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
77,411
shares
|
$19.1 Million
2.52% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Rwq Financial Management Services, Inc.
|
Feb 11, 2025 Q4 2024 |
77,351
shares
|
$19.1 Million
7.85% of portfolio
|
Q4 2024
Reduced 40.15%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
77,330
shares
|
$19.1 Million
5.81% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
77,191
shares
|
$19.1 Million
3.25% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
77,123
shares
|
$19.1 Million
11.63% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
77,077
shares
|
$19 Million
6.42% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
76,999
shares
|
$19 Million
4.98% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
76,990
shares
|
$19 Million
2.94% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
76,979
shares
|
$19 Million
6.48% of portfolio
|
Q3 2023
Added 1.24%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
76,968
shares
|
$19 Million
1.81% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
76,914
shares
|
$19 Million
1.86% of portfolio
|
Q4 2024
Added 0.36%
|