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 |
|---|---|---|---|---|---|
|
Dcm Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
75,080
shares
|
$18.5 Million
8.81% of portfolio
|
Q4 2024
Added 23.72%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
75,023
shares
|
$18.5 Million
2.33% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
75,018
shares
|
$18.5 Million
5.87% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
74,857
shares
|
$18.5 Million
1.56% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
74,844
shares
|
$18.5 Million
3.35% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
74,796
shares
|
$18.5 Million
3.6% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
74,742
shares
|
$18.5 Million
7.71% of portfolio
|
Q4 2024
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
74,713
shares
|
$18.5 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
74,682
shares
|
$18.4 Million
1.12% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
74,629
shares
|
$18.4 Million
3.88% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
74,614
shares
|
$18.4 Million
8.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
74,567
shares
|
$18.4 Million
6.85% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
74,492
shares
|
$18.4 Million
6.88% of portfolio
|
Q4 2023
Reduced 63.66%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
74,436
shares
|
$18.4 Million
12.49% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
74,246
shares
|
$18.3 Million
5.3% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
74,141
shares
|
$18.3 Million
1.53% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
73,948
shares
|
$18.3 Million
6.6% of portfolio
|
Q4 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
73,866
shares
|
$18.2 Million
0.78% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
73,818
shares
|
$18.2 Million
4.26% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
73,778
shares
|
$18.2 Million
1.65% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
73,741
shares
|
$18.2 Million
16.01% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
73,511
shares
|
$18.2 Million
4.19% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
73,463
shares
|
$18.1 Million
4.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
73,396
shares
|
$18.1 Million
5.64% of portfolio
|
Q3 2024
Reduced 29.65%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
73,328
shares
|
$18.1 Million
2.88% of portfolio
|
Q4 2024
Reduced 0.63%
|