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 |
|---|---|---|---|---|---|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
69,203
shares
|
$17.1 Million
5.74% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
69,166
shares
|
$17.1 Million
6.88% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
69,154
shares
|
$17.1 Million
10.11% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
69,068
shares
|
$17.1 Million
0.98% of portfolio
|
Q4 2023
Added 2.54%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
69,013
shares
|
$17 Million
3.73% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
68,985
shares
|
$17 Million
3.63% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
68,915
shares
|
$17 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
68,913
shares
|
$17 Million
3.55% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
68,684
shares
|
$17 Million
9.99% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
68,674
shares
|
$17 Million
11.55% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
68,657
shares
|
$17 Million
13.52% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
68,641
shares
|
$17 Million
5.1% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
68,523
shares
|
$16.9 Million
3.77% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
68,478
shares
|
$16.9 Million
5.53% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
68,454
shares
|
$16.9 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
68,450
shares
|
$16.9 Million
3.6% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
68,403
shares
|
$16.9 Million
3.65% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
68,361
shares
|
$16.9 Million
9.81% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Bank Of Nova Scotia Trust CO
|
Feb 13, 2025 Q4 2024 |
68,296
shares
|
$16.9 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
68,202
shares
|
$16.8 Million
4.95% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
68,191
shares
|
$16.8 Million
3.18% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
67,993
shares
|
$16.8 Million
12.71% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
67,918
shares
|
$16.8 Million
12.24% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
67,900
shares
|
$16.8 Million
3.39% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Jpb Foundation
New York, NY |
Feb 14, 2025 Q4 2024 |
67,737
shares
|
$16.7 Million
1.88% of portfolio
|
Q4 2024
Reduced 80.06%
|