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 |
|---|---|---|---|---|---|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
40,347
shares
|
$9.18 Million
3.89% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
40,325
shares
|
$9.18 Million
8.66% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
40,313
shares
|
$9.18 Million
4.01% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
40,280
shares
|
$9.17 Million
2.65% of portfolio
|
Q4 2024
Reduced 40.57%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
40,276
shares
|
$9.17 Million
2.33% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
40,194
shares
|
$9.15 Million
2.87% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
40,142
shares
|
$9.14 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
40,136
shares
|
$9.14 Million
5.24% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
40,121
shares
|
$9.13 Million
2.88% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
40,098
shares
|
$9.13 Million
6.35% of portfolio
|
Q4 2024
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
40,048
shares
|
$9.12 Million
7.23% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
40,046
shares
|
$9.12 Million
8.8% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
39,970
shares
|
$9.1 Million
2.88% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
39,948
shares
|
$9.09 Million
2.71% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
39,920
shares
|
$9.09 Million
4.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kinsale Capital Group, Inc.
|
Feb 05, 2025 Q4 2024 |
39,901
shares
|
$9.08 Million
2.69% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
39,889
shares
|
$9.08 Million
3.73% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
39,860
shares
|
$9.07 Million
7.48% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Artemis Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
39,852
shares
|
$9.07 Million
1.62% of portfolio
|
Q4 2024
Reduced 33.37%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
39,837
shares
|
$9.07 Million
1.26% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
39,770
shares
|
$9.05 Million
3.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
39,770
shares
|
$9.05 Million
2.16% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
39,764
shares
|
$9.05 Million
8.2% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
39,701
shares
|
$9.04 Million
9.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,700
shares
|
$9.04 Million
3.85% of portfolio
|
Q2 2024
Added 13.11%
|