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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
54,074
shares
|
$12.3 Million
2.19% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
54,069
shares
|
$12.3 Million
4.77% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
53,960
shares
|
$12.3 Million
5.29% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
53,948
shares
|
$12.3 Million
6.6% of portfolio
|
Q4 2024
Added 20.15%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
53,942
shares
|
$12.3 Million
9.33% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Benson Investment Management Company, Inc.
|
Jan 13, 2025 Q4 2024 |
53,837
shares
|
$12.3 Million
5.87% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
53,590
shares
|
$12.2 Million
2.77% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
53,577
shares
|
$12.2 Million
6.01% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
53,557
shares
|
$12.2 Million
6.43% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
53,542
shares
|
$12.2 Million
4.25% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
53,536
shares
|
$12.2 Million
4.32% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
53,466
shares
|
$12.2 Million
5.2% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
53,440
shares
|
$12.2 Million
1.81% of portfolio
|
Q4 2024
Reduced 29.64%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
53,418
shares
|
$12.2 Million
1.51% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
53,410
shares
|
$12.2 Million
5.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
53,324
shares
|
$12.1 Million
2.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
53,307
shares
|
$12.1 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
53,300
shares
|
$12.1 Million
4.2% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
53,282
shares
|
$12.1 Million
4.82% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
53,280
shares
|
$12.1 Million
3.75% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
53,256
shares
|
$12.1 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
53,075
shares
|
$12.1 Million
1.02% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
53,039
shares
|
$12.1 Million
5.49% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
52,953
shares
|
$12.1 Million
9.25% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
52,944
shares
|
$12.1 Million
2.38% of portfolio
|
Q4 2024
Added 4.78%
|