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 |
|---|---|---|---|---|---|
|
Rbo & CO LLC
St Helena, CA |
Feb 14, 2025 Q4 2024 |
70,563
shares
|
$17.4 Million
3.3% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
70,562
shares
|
$17.4 Million
9.55% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Feb 13, 2025 Q4 2024 |
70,547
shares
|
$17.4 Million
9.93% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
70,442
shares
|
$17.4 Million
3.37% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
70,415
shares
|
$17.4 Million
1.55% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
70,389
shares
|
$17.4 Million
2.92% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
70,383
shares
|
$17.4 Million
4.73% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
70,329
shares
|
$17.4 Million
8.91% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
70,219
shares
|
$17.3 Million
5.04% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
70,169
shares
|
$17.3 Million
3.07% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
70,164
shares
|
$17.3 Million
4.63% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
70,033
shares
|
$17.3 Million
4.25% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
69,899
shares
|
$17.3 Million
8.64% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
69,809
shares
|
$17.2 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
69,731
shares
|
$17.2 Million
13.3% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
69,675
shares
|
$17.2 Million
6.97% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
69,666
shares
|
$17.2 Million
5.41% of portfolio
|
Q4 2024
Added 60.65%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
69,545
shares
|
$17.2 Million
3.34% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
69,516
shares
|
$17.2 Million
8.14% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
69,292
shares
|
$17.1 Million
0.32% of portfolio
|
Q4 2024
Added 134.06%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
69,289
shares
|
$17.1 Million
2.38% of portfolio
|
Q4 2024
Added 25.77%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
69,262
shares
|
$17.1 Million
6.55% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
69,245
shares
|
$17.1 Million
6.05% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
69,235
shares
|
$17.1 Million
5.68% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
69,229
shares
|
$17.1 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.73%
|