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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
42,343
shares
|
$9.64 Million
3.25% of portfolio
|
Q4 2022
Added 13.44%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
42,329
shares
|
$9.64 Million
4.11% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
42,329
shares
|
$9.64 Million
1.5% of portfolio
|
Q3 2024
Reduced 42.77%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
42,289
shares
|
$9.63 Million
10.76% of portfolio
|
Q1 2023
Reduced 0.76%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
42,283
shares
|
$9.62 Million
3.92% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
42,249
shares
|
$9.62 Million
3.92% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
42,195
shares
|
$9.6 Million
3.21% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
42,190
shares
|
$9.6 Million
5.07% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
42,184
shares
|
$9.6 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
42,182
shares
|
$9.6 Million
2.29% of portfolio
|
Q4 2024
Reduced 26.52%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
42,126
shares
|
$9.59 Million
1.63% of portfolio
|
Q4 2024
Added 22.55%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
42,116
shares
|
$9.59 Million
6.78% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
42,104
shares
|
$9.58 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Gp Brinson Investments LLC
|
Jan 07, 2025 Q4 2024 |
42,000
shares
|
$9.56 Million
4.35% of portfolio
|
Q1 2021
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
42,000
shares
|
$9.56 Million
1.56% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
41,996
shares
|
$9.56 Million
4.0% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
41,971
shares
|
$9.55 Million
3.87% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
41,949
shares
|
$9.55 Million
8.52% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
41,934
shares
|
$9.55 Million
1.98% of portfolio
|
Q3 2024
Added 46.82%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
41,896
shares
|
$9.54 Million
3.85% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
41,862
shares
|
$9.53 Million
16.62% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
41,819
shares
|
$9.52 Million
4.2% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
41,763
shares
|
$9.51 Million
3.88% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
41,744
shares
|
$9.5 Million
3.48% of portfolio
|
Q3 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
41,739
shares
|
$9.5 Million
5.02% of portfolio
|
Q4 2024
Reduced 0.98%
|