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 |
|---|---|---|---|---|---|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
63,509
shares
|
$15.7 Million
10.83% of portfolio
|
Q3 2022
Reduced 2.34%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
63,485
shares
|
$15.7 Million
5.43% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
63,485
shares
|
$15.7 Million
8.01% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
63,478
shares
|
$15.7 Million
9.61% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Once Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
63,450
shares
|
$15.7 Million
3.39% of portfolio
|
Q4 2024
Reduced 67.93%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
63,448
shares
|
$15.7 Million
1.68% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
63,410
shares
|
$15.7 Million
4.16% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
63,313
shares
|
$15.6 Million
3.97% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
63,256
shares
|
$15.6 Million
7.55% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
63,194
shares
|
$15.6 Million
5.1% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
63,143
shares
|
$15.6 Million
5.34% of portfolio
|
Q4 2024
Reduced 30.82%
|
|
|
Muhlenkamp & CO Inc
|
Feb 13, 2025 Q4 2024 |
63,056
shares
|
$15.6 Million
5.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
63,053
shares
|
$15.6 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
63,042
shares
|
$15.6 Million
12.31% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
62,995
shares
|
$15.6 Million
3.54% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
62,982
shares
|
$15.6 Million
7.06% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
62,953
shares
|
$15.6 Million
2.86% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
62,867
shares
|
$15.5 Million
8.31% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
62,855
shares
|
$15.5 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
62,824
shares
|
$15.5 Million
3.68% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
62,821
shares
|
$15.5 Million
3.45% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
62,809
shares
|
$15.5 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
62,732
shares
|
$15.5 Million
9.14% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
62,713
shares
|
$15.5 Million
2.5% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
62,672
shares
|
$15.5 Million
6.64% of portfolio
|
Q3 2024
Reduced 0.06%
|