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 |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
50,748
shares
|
$11.6 Million
3.6% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
50,740
shares
|
$11.5 Million
1.94% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
50,726
shares
|
$11.5 Million
4.52% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
50,685
shares
|
$11.5 Million
4.86% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
50,677
shares
|
$11.5 Million
3.54% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
50,660
shares
|
$11.5 Million
2.9% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
50,629
shares
|
$11.5 Million
5.43% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
50,606
shares
|
$11.5 Million
6.02% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
50,600
shares
|
$11.5 Million
1.61% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
50,580
shares
|
$11.5 Million
2.25% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
50,457
shares
|
$11.5 Million
2.12% of portfolio
|
Q2 2023
Added 1.54%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50,422
shares
|
$11.5 Million
1.25% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
50,374
shares
|
$11.5 Million
9.49% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
50,369
shares
|
$11.5 Million
4.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
50,336
shares
|
$11.5 Million
2.07% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
50,308
shares
|
$11.5 Million
1.32% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
50,277
shares
|
$11.4 Million
6.5% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
50,274
shares
|
$11.4 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
50,264
shares
|
$11.4 Million
4.94% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
50,178
shares
|
$11.4 Million
5.85% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
50,100
shares
|
$11.4 Million
0.9% of portfolio
|
Q3 2024
Reduced 48.83%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
50,033
shares
|
$11.4 Million
1.97% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
50,012
shares
|
$11.4 Million
0.89% of portfolio
|
Q3 2024
Added 60.27%
|
|
|
Sitrin Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
49,995
shares
|
$11.4 Million
6.7% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
49,954
shares
|
$11.4 Million
3.74% of portfolio
|
Q3 2024
Reduced 7.68%
|