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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
61,487
shares
|
$14.8 Million
2.48% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
61,479
shares
|
$14.8 Million
7.02% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
61,479
shares
|
$14.8 Million
3.63% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Feb 25, 2025 Q4 2024 |
61,388
shares
|
$14.8 Million
6.54% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
61,386
shares
|
$14.8 Million
4.62% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
61,364
shares
|
$14.7 Million
6.24% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
61,357
shares
|
$14.7 Million
0.58% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
61,342
shares
|
$14.7 Million
4.45% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
61,320
shares
|
$14.7 Million
2.56% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
61,278
shares
|
$14.7 Million
4.52% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
61,209
shares
|
$14.7 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
61,038
shares
|
$14.7 Million
2.9% of portfolio
|
Q4 2024
Added 67.73%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
61,034
shares
|
$14.7 Million
5.09% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
61,029
shares
|
$14.7 Million
6.62% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Zweig Di Menna Associates LLC
|
Jan 21, 2025 Q4 2024 |
60,981
shares
|
$14.7 Million
1.22% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
60,945
shares
|
$14.6 Million
7.36% of portfolio
|
Q4 2024
New holding
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
60,866
shares
|
$14.6 Million
3.66% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
60,851
shares
|
$14.6 Million
0.6% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
60,778
shares
|
$14.6 Million
5.94% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
60,755
shares
|
$14.6 Million
2.28% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
60,691
shares
|
$14.6 Million
6.91% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
60,548
shares
|
$14.6 Million
6.55% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
60,546
shares
|
$14.6 Million
7.86% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
60,512
shares
|
$14.5 Million
5.15% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
60,417
shares
|
$14.5 Million
4.18% of portfolio
|
Q4 2024
Added 4.93%
|