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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
45,768
shares
|
$10.4 Million
5.93% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
45,729
shares
|
$10.4 Million
4.86% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
45,715
shares
|
$10.4 Million
13.52% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
45,694
shares
|
$10.4 Million
2.52% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
45,675
shares
|
$10.4 Million
8.35% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
45,484
shares
|
$10.4 Million
2.64% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
45,474
shares
|
$10.4 Million
6.47% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
45,464
shares
|
$10.3 Million
3.21% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
45,449
shares
|
$10.3 Million
3.37% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
45,427
shares
|
$10.3 Million
6.84% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
45,369
shares
|
$10.3 Million
4.7% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
45,310
shares
|
$10.3 Million
6.57% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
45,267
shares
|
$10.3 Million
6.28% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
45,209
shares
|
$10.3 Million
4.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,199
shares
|
$10.3 Million
0.18% of portfolio
|
Q2 2024
Added 86.84%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
45,182
shares
|
$10.3 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
45,139
shares
|
$10.3 Million
4.0% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
45,126
shares
|
$10.3 Million
4.36% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
45,121
shares
|
$10.3 Million
4.66% of portfolio
|
Q2 2022
Reduced 6.23%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
45,114
shares
|
$10.3 Million
0.75% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
45,097
shares
|
$10.3 Million
7.33% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 13, 2024 Q3 2024 |
45,000
shares
|
$10.2 Million
0.41% of portfolio
|
Q3 2024
Reduced 87.14%
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
45,000
shares
|
$10.2 Million
3.38% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Jan 13, 2025 Q4 2024 |
44,959
shares
|
$10.2 Million
8.05% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
44,883
shares
|
$10.2 Million
7.79% of portfolio
|
Q3 2024
Reduced 0.25%
|