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 |
|---|---|---|---|---|---|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
30,481
shares
|
$6.94 Million
2.85% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
30,464
shares
|
$6.93 Million
1.8% of portfolio
|
Q4 2024
Added 25.39%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
30,440
shares
|
$6.93 Million
4.65% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
30,434
shares
|
$6.93 Million
1.62% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
30,413
shares
|
$6.92 Million
7.08% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
30,400
shares
|
$6.92 Million
5.34% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
30,362
shares
|
$6.91 Million
3.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
30,321
shares
|
$6.9 Million
4.62% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,284
shares
|
$6.89 Million
2.95% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
30,231
shares
|
$6.88 Million
5.57% of portfolio
|
Q4 2024
Added 45.37%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
30,204
shares
|
$6.88 Million
2.16% of portfolio
|
Q4 2024
Reduced 34.43%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
30,141
shares
|
$6.86 Million
3.84% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
30,132
shares
|
$6.86 Million
4.56% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
30,083
shares
|
$6.85 Million
1.64% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
30,075
shares
|
$6.85 Million
0.29% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
30,066
shares
|
$6.84 Million
3.65% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
30,002
shares
|
$6.83 Million
3.83% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
30,000
shares
|
$6.83 Million
3.33% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Miura Global Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$6.83 Million
8.4% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
30,000
shares
|
$6.83 Million
0.89% of portfolio
|
Q2 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,994
shares
|
$6.83 Million
2.44% of portfolio
|
Q4 2022
Reduced 0.05%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
29,945
shares
|
$6.82 Million
2.92% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
29,877
shares
|
$6.8 Million
1.34% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
29,854
shares
|
$6.8 Million
2.55% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
29,828
shares
|
$6.79 Million
0.13% of portfolio
|
Q4 2024
Reduced 32.6%
|