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 |
|---|---|---|---|---|---|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
62,620
shares
|
$15.5 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
62,528
shares
|
$15.4 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Matthew 25 Management Corp
|
Feb 03, 2025 Q4 2024 |
62,500
shares
|
$15.4 Million
5.31% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Mc Ginn Investment Management, Inc.
|
Feb 12, 2025 Q4 2024 |
62,397
shares
|
$15.4 Million
10.44% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
62,378
shares
|
$15.4 Million
12.87% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
62,344
shares
|
$15.4 Million
5.68% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
62,254
shares
|
$15.4 Million
4.27% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
62,139
shares
|
$15.4 Million
2.09% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
62,132
shares
|
$15.3 Million
5.81% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
62,028
shares
|
$15.3 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
62,009
shares
|
$15.3 Million
9.33% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
62,000
shares
|
$15.3 Million
3.36% of portfolio
|
Q1 2024
Added 24.0%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
61,966
shares
|
$15.3 Million
5.41% of portfolio
|
Q4 2023
Added 7.37%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
61,950
shares
|
$15.3 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
61,895
shares
|
$15.3 Million
7.61% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
61,842
shares
|
$15.3 Million
2.34% of portfolio
|
Q4 2024
Reduced 15.85%
|
|
|
Thames Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
61,806
shares
|
$15.3 Million
4.59% of portfolio
|
Q3 2024
Reduced 25.61%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
61,722
shares
|
$15.2 Million
5.37% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
61,709
shares
|
$15.2 Million
8.71% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
61,648
shares
|
$15.2 Million
2.32% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
61,645
shares
|
$15.2 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
61,541
shares
|
$15.2 Million
5.9% of portfolio
|
Q4 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
61,538
shares
|
$15.2 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
61,505
shares
|
$15.2 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
61,492
shares
|
$15.2 Million
3.34% of portfolio
|
Q4 2024
Added 2.47%
|