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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
31,388
shares
|
$7.14 Million
0.98% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
31,386
shares
|
$7.14 Million
5.75% of portfolio
|
Q3 2022
Reduced 0.44%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
31,321
shares
|
$7.13 Million
1.38% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
31,306
shares
|
$7.13 Million
4.94% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
31,280
shares
|
$7.12 Million
0.46% of portfolio
|
Q3 2024
Added 409.78%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
31,277
shares
|
$7.12 Million
3.95% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
31,228
shares
|
$7.11 Million
5.14% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
31,172
shares
|
$7.1 Million
4.47% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
31,151
shares
|
$7.09 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Feb 03, 2025 Q4 2024 |
31,151
shares
|
$7.09 Million
7.7% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
31,150
shares
|
$7.09 Million
0.7% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
31,130
shares
|
$7.09 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
31,121
shares
|
$7.08 Million
3.29% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
31,118
shares
|
$7.08 Million
5.46% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
31,110
shares
|
$7.08 Million
2.42% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
31,061
shares
|
$7.07 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
31,060
shares
|
$7.07 Million
8.34% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
31,009
shares
|
$7.06 Million
3.32% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
30,971
shares
|
$7.05 Million
1.33% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
30,938
shares
|
$7.04 Million
0.52% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
30,937
shares
|
$7.04 Million
2.9% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
30,924
shares
|
$7.04 Million
3.64% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
30,902
shares
|
$7.03 Million
7.59% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
30,893
shares
|
$7.03 Million
3.96% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
30,892
shares
|
$7.03 Million
1.35% of portfolio
|
Q3 2024
Added 56.9%
|