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 |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
27,213
shares
|
$6.19 Million
2.48% of portfolio
|
Q1 2024
Added 138.4%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
27,174
shares
|
$6.19 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
27,168
shares
|
$6.18 Million
0.88% of portfolio
|
Q1 2024
Reduced 18.02%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
27,139
shares
|
$6.18 Million
3.61% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
27,138
shares
|
$6.18 Million
0.64% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
27,135
shares
|
$6.18 Million
2.06% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
27,090
shares
|
$6.17 Million
4.02% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
27,065
shares
|
$6.16 Million
4.73% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,061
shares
|
$6.16 Million
2.32% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
27,047
shares
|
$6.16 Million
0.97% of portfolio
|
Q4 2024
Reduced 28.58%
|
|
|
Redwood Investments, LLC
|
Nov 14, 2024 Q3 2024 |
27,046
shares
|
$6.16 Million
1.98% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
27,016
shares
|
$6.15 Million
5.37% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
26,995
shares
|
$6.14 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
26,978
shares
|
$6.14 Million
4.17% of portfolio
|
Q3 2024
Added 23.01%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
26,976
shares
|
$6.14 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
26,974
shares
|
$6.14 Million
2.93% of portfolio
|
Q3 2024
Reduced 36.83%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
26,958
shares
|
$6.14 Million
5.21% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
26,948
shares
|
$6.13 Million
3.66% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
26,903
shares
|
$6.12 Million
0.83% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
26,902
shares
|
$6.12 Million
1.71% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
26,891
shares
|
$6.12 Million
3.66% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
26,881
shares
|
$6.12 Million
4.48% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
26,830
shares
|
$6.11 Million
1.31% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
26,817
shares
|
$6.1 Million
3.7% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
26,811
shares
|
$6.1 Million
5.12% of portfolio
|
Q3 2024
Added 1.02%
|