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 |
|---|---|---|---|---|---|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
46,857
shares
|
$10.7 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
46,839
shares
|
$10.7 Million
2.57% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
46,834
shares
|
$10.7 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
46,777
shares
|
$10.6 Million
3.66% of portfolio
|
Q4 2024
Added 55.89%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
46,775
shares
|
$10.6 Million
5.45% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
46,741
shares
|
$10.6 Million
4.04% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
46,714
shares
|
$10.6 Million
2.89% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
46,687
shares
|
$10.6 Million
5.09% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
46,671
shares
|
$10.6 Million
2.52% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
46,646
shares
|
$10.6 Million
7.4% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
46,608
shares
|
$10.6 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
46,557
shares
|
$10.6 Million
8.51% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
46,540
shares
|
$10.6 Million
1.44% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
46,483
shares
|
$10.6 Million
4.75% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
46,467
shares
|
$10.6 Million
3.07% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
46,429
shares
|
$10.6 Million
4.87% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Feb 06, 2025 Q4 2024 |
46,426
shares
|
$10.6 Million
6.32% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
46,192
shares
|
$10.5 Million
0.94% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
46,096
shares
|
$10.5 Million
3.08% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
46,065
shares
|
$10.5 Million
4.83% of portfolio
|
Q1 2024
Added 20.05%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
46,026
shares
|
$10.5 Million
6.5% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
46,000
shares
|
$10.5 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
45,966
shares
|
$10.5 Million
1.29% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
45,958
shares
|
$10.5 Million
6.66% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
45,937
shares
|
$10.5 Million
12.66% of portfolio
|
Q4 2023
Reduced 2.15%
|