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 |
|---|---|---|---|---|---|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
39,117
shares
|
$8.9 Million
2.64% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
39,077
shares
|
$8.9 Million
5.06% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
39,061
shares
|
$8.89 Million
8.61% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
39,056
shares
|
$8.89 Million
2.07% of portfolio
|
Q4 2024
Added 31.95%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
39,039
shares
|
$8.89 Million
3.77% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
39,006
shares
|
$8.88 Million
4.65% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
38,998
shares
|
$8.88 Million
7.78% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
38,943
shares
|
$8.86 Million
2.05% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
38,939
shares
|
$8.86 Million
4.7% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
38,915
shares
|
$8.86 Million
1.33% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
38,914
shares
|
$8.86 Million
1.9% of portfolio
|
Q3 2024
Reduced 28.53%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
38,885
shares
|
$8.85 Million
2.74% of portfolio
|
Q4 2023
Reduced 22.49%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
38,881
shares
|
$8.85 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
38,880
shares
|
$8.85 Million
6.18% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
38,857
shares
|
$8.85 Million
6.73% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
38,825
shares
|
$8.84 Million
3.94% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
38,810
shares
|
$8.83 Million
3.88% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
38,757
shares
|
$8.82 Million
2.12% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
38,728
shares
|
$8.82 Million
0.71% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
38,728
shares
|
$8.82 Million
0.71% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
38,689
shares
|
$8.81 Million
1.52% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
38,689
shares
|
$8.81 Million
3.27% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
38,680
shares
|
$8.8 Million
6.93% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
38,606
shares
|
$8.79 Million
5.82% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
38,595
shares
|
$8.79 Million
4.45% of portfolio
|
Q3 2024
Reduced 7.79%
|