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 |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
43,207
shares
|
$9.84 Million
5.64% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
43,202
shares
|
$9.83 Million
6.36% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
43,196
shares
|
$9.83 Million
3.65% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
43,183
shares
|
$9.83 Million
1.64% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
43,117
shares
|
$9.81 Million
4.79% of portfolio
|
Q4 2024
Reduced 16.16%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
43,077
shares
|
$9.81 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
42,884
shares
|
$9.76 Million
5.76% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
42,845
shares
|
$9.75 Million
3.26% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
42,826
shares
|
$9.75 Million
8.95% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
42,796
shares
|
$9.74 Million
8.7% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
42,793
shares
|
$9.74 Million
2.22% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,752
shares
|
$9.73 Million
1.22% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
42,730
shares
|
$9.73 Million
3.04% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
42,699
shares
|
$9.72 Million
6.41% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
42,639
shares
|
$9.71 Million
1.97% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
42,623
shares
|
$9.7 Million
8.14% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
42,586
shares
|
$9.69 Million
3.05% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
42,572
shares
|
$9.69 Million
5.79% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
42,563
shares
|
$9.69 Million
2.06% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
42,487
shares
|
$9.67 Million
5.05% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
42,484
shares
|
$9.67 Million
5.08% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
42,439
shares
|
$9.66 Million
1.23% of portfolio
|
Q1 2023
Reduced 0.62%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
42,398
shares
|
$9.65 Million
1.71% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
42,380
shares
|
$9.65 Million
6.92% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
42,345
shares
|
$9.64 Million
3.81% of portfolio
|
Q4 2024
Reduced 0.43%
|