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 |
|---|---|---|---|---|---|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
49,073
shares
|
$11.2 Million
5.07% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
49,036
shares
|
$11.2 Million
4.55% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
48,979
shares
|
$11.1 Million
2.75% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
48,914
shares
|
$11.1 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
48,900
shares
|
$11.1 Million
1.59% of portfolio
|
Q4 2024
Added 70.82%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
48,898
shares
|
$11.1 Million
2.79% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,856
shares
|
$11.1 Million
2.79% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
48,815
shares
|
$11.1 Million
9.11% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
48,748
shares
|
$11.1 Million
6.49% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
48,722
shares
|
$11.1 Million
4.18% of portfolio
|
Q1 2024
Added 7.95%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
48,679
shares
|
$11.1 Million
0.84% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
48,659
shares
|
$11.1 Million
4.88% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
48,629
shares
|
$11.1 Million
6.73% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
48,604
shares
|
$11.1 Million
2.29% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
48,592
shares
|
$11.1 Million
4.61% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
48,537
shares
|
$11 Million
4.2% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
48,365
shares
|
$11 Million
3.88% of portfolio
|
Q4 2024
Added 57.91%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
48,358
shares
|
$11 Million
3.76% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
48,312
shares
|
$11 Million
2.43% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
48,298
shares
|
$11 Million
1.99% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
48,243
shares
|
$11 Million
6.11% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
48,025
shares
|
$10.9 Million
3.94% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
48,020
shares
|
$10.9 Million
8.3% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Searcy Financial Services Inc
|
Jan 13, 2025 Q4 2024 |
48,018
shares
|
$10.9 Million
5.6% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
47,976
shares
|
$10.9 Million
8.77% of portfolio
|
Q4 2024
Reduced 5.52%
|