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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
30,877
shares
|
$7.03 Million
5.04% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
30,874
shares
|
$7.03 Million
2.07% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 07, 2025 Q4 2024 |
30,870
shares
|
$7.03 Million
11.56% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
30,867
shares
|
$7.03 Million
2.06% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
30,852
shares
|
$7.02 Million
2.76% of portfolio
|
Q3 2024
Added 62.23%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
30,822
shares
|
$7.02 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
30,790
shares
|
$7.01 Million
4.48% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
30,753
shares
|
$7 Million
1.86% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Needham Investment Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
30,750
shares
|
$7 Million
0.58% of portfolio
|
Q4 2023
Reduced 6.82%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
30,748
shares
|
$7 Million
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
30,745
shares
|
$7 Million
4.29% of portfolio
|
Q3 2022
Added 132.56%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
30,700
shares
|
$6.99 Million
4.52% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
30,695
shares
|
$6.99 Million
0.79% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
30,662
shares
|
$6.98 Million
5.43% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
30,655
shares
|
$6.98 Million
2.1% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
30,646
shares
|
$6.98 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
30,643
shares
|
$6.98 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
30,635
shares
|
$6.97 Million
1.27% of portfolio
|
Q2 2023
Added 8.71%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
30,590
shares
|
$6.96 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
30,588
shares
|
$6.96 Million
1.31% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
30,578
shares
|
$6.96 Million
5.54% of portfolio
|
Q4 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
30,553
shares
|
$6.95 Million
2.66% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
30,527
shares
|
$6.95 Million
5.47% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
30,522
shares
|
$6.95 Million
3.17% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
30,512
shares
|
$6.95 Million
2.29% of portfolio
|
Q4 2024
Added 0.01%
|