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 |
|---|---|---|---|---|---|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
51,833
shares
|
$11.8 Million
10.74% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
51,830
shares
|
$11.8 Million
6.5% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
51,724
shares
|
$11.8 Million
4.66% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
51,646
shares
|
$11.8 Million
3.13% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
51,633
shares
|
$11.8 Million
8.23% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
51,607
shares
|
$11.7 Million
2.54% of portfolio
|
Q4 2024
Reduced 41.47%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
51,603
shares
|
$11.7 Million
5.37% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
51,594
shares
|
$11.7 Million
6.72% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
51,514
shares
|
$11.7 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
51,500
shares
|
$11.7 Million
7.87% of portfolio
|
Q2 2022
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
51,480
shares
|
$11.7 Million
6.35% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
51,420
shares
|
$11.7 Million
4.24% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
51,375
shares
|
$11.7 Million
7.33% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
51,331
shares
|
$11.7 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
51,203
shares
|
$11.7 Million
3.62% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
51,187
shares
|
$11.7 Million
4.36% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
51,071
shares
|
$11.6 Million
7.15% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
51,050
shares
|
$11.6 Million
3.55% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
51,025
shares
|
$11.6 Million
5.6% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
51,000
shares
|
$11.6 Million
3.34% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
50,977
shares
|
$11.6 Million
6.55% of portfolio
|
Q3 2024
Added 27.24%
|
|
|
Tsai Capital Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
50,941
shares
|
$11.6 Million
11.4% of portfolio
|
Q3 2024
Reduced 31.65%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
50,829
shares
|
$11.6 Million
7.1% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
50,810
shares
|
$11.6 Million
2.35% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
50,760
shares
|
$11.6 Million
5.13% of portfolio
|
Q4 2024
Reduced 14.87%
|