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 |
|---|---|---|---|---|---|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
25,206
shares
|
$5.74 Million
3.63% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
25,203
shares
|
$5.74 Million
2.06% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
25,168
shares
|
$5.73 Million
2.12% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
25,104
shares
|
$5.71 Million
3.73% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
25,091
shares
|
$5.71 Million
0.88% of portfolio
|
Q4 2024
Reduced 58.19%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
25,090
shares
|
$5.71 Million
2.5% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
25,089
shares
|
$5.71 Million
0.57% of portfolio
|
Q4 2024
Reduced 39.96%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
25,074
shares
|
$5.71 Million
7.51% of portfolio
|
Q4 2024
New holding
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
25,070
shares
|
$5.71 Million
4.48% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
25,029
shares
|
$5.7 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
25,021
shares
|
$5.7 Million
4.13% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
25,009
shares
|
$5.69 Million
2.46% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
25,003
shares
|
$5.69 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Herald Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
25,000
shares
|
$5.69 Million
1.16% of portfolio
|
Q4 2023
Reduced 20.63%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$5.69 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
24,995
shares
|
$5.69 Million
1.59% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
24,989
shares
|
$5.69 Million
3.47% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,984
shares
|
$5.69 Million
1.54% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
24,975
shares
|
$5.69 Million
2.82% of portfolio
|
Q2 2022
Added 4.27%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
24,946
shares
|
$5.68 Million
1.92% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
24,943
shares
|
$5.68 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
24,878
shares
|
$5.66 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,873
shares
|
$5.66 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
24,843
shares
|
$5.66 Million
3.38% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
24,828
shares
|
$5.65 Million
5.98% of portfolio
|
Q3 2024
Reduced 5.38%
|