Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,947 institutions that hold shares in the stock, with a total of 8.75 Billion shares, which have been reported (via 13F filing form) to have a value of $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
56,443
shares
|
$12.8 Million
3.47% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
56,346
shares
|
$12.8 Million
3.81% of portfolio
|
Q1 2023
Reduced 5.52%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
56,278
shares
|
$12.8 Million
11.87% of portfolio
|
Q3 2022
Reduced 4.42%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
56,272
shares
|
$12.8 Million
8.57% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
56,240
shares
|
$12.8 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
56,230
shares
|
$12.8 Million
2.28% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
56,222
shares
|
$12.8 Million
2.23% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
56,204
shares
|
$12.8 Million
4.65% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
56,034
shares
|
$12.8 Million
7.11% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
56,027
shares
|
$12.8 Million
3.66% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
55,974
shares
|
$12.7 Million
11.28% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
55,904
shares
|
$12.7 Million
2.23% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
55,857
shares
|
$12.7 Million
8.21% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
55,788
shares
|
$12.7 Million
5.17% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
55,671
shares
|
$12.7 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
55,660
shares
|
$12.7 Million
6.52% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
55,594
shares
|
$12.7 Million
2.9% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Tlw Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
55,544
shares
|
$12.6 Million
8.28% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
55,507
shares
|
$12.6 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
55,479
shares
|
$12.6 Million
3.04% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
55,472
shares
|
$12.6 Million
4.27% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Noked Israel LTD
Ramat Hasharon, L3 |
Nov 14, 2024 Q3 2024 |
55,450
shares
|
$12.6 Million
2.82% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
55,439
shares
|
$12.6 Million
2.42% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Carmel Capital Management L.L.C.
|
Jan 21, 2025 Q4 2024 |
55,412
shares
|
$12.6 Million
5.52% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
55,354
shares
|
$12.6 Million
2.44% of portfolio
|
Q3 2024
New holding
|