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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
55,285
shares
|
$12.6 Million
3.91% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
55,229
shares
|
$12.6 Million
4.93% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
55,190
shares
|
$12.6 Million
2.14% of portfolio
|
Q4 2023
Reduced 1.68%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
55,175
shares
|
$12.6 Million
4.05% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
55,101
shares
|
$12.5 Million
3.95% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
55,000
shares
|
$12.5 Million
6.73% of portfolio
|
Q3 2024
Reduced 57.03%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
54,941
shares
|
$12.5 Million
7.16% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
54,933
shares
|
$12.5 Million
2.83% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
54,854
shares
|
$12.5 Million
4.89% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
54,754
shares
|
$12.5 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
54,735
shares
|
$12.5 Million
2.17% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Menlo Advisors LLC
|
Feb 06, 2025 Q4 2024 |
54,617
shares
|
$12.4 Million
6.98% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
54,607
shares
|
$12.4 Million
9.55% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
54,597
shares
|
$12.4 Million
2.06% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
54,476
shares
|
$12.4 Million
7.44% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Bonness Enterprises Inc
|
Jan 16, 2025 Q4 2024 |
54,440
shares
|
$12.4 Million
4.82% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
54,414
shares
|
$12.4 Million
2.68% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
54,402
shares
|
$12.4 Million
3.53% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
54,332
shares
|
$12.4 Million
5.95% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
54,216
shares
|
$12.3 Million
3.18% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
54,187
shares
|
$12.3 Million
8.59% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
54,152
shares
|
$12.3 Million
2.6% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
54,137
shares
|
$12.3 Million
7.77% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
54,087
shares
|
$12.3 Million
3.44% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
54,085
shares
|
$12.3 Million
5.46% of portfolio
|
Q4 2024
Added 0.51%
|