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 |
|---|---|---|---|---|---|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
23,223
shares
|
$5.29 Million
4.54% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
23,155
shares
|
$5.27 Million
1.36% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
23,154
shares
|
$5.27 Million
0.43% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
23,153
shares
|
$5.27 Million
2.21% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
23,133
shares
|
$5.27 Million
0.69% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
23,127
shares
|
$5.26 Million
3.58% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
23,123
shares
|
$5.26 Million
1.65% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
23,116
shares
|
$5.26 Million
4.64% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
23,077
shares
|
$5.25 Million
0.64% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
23,051
shares
|
$5.25 Million
1.37% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,988
shares
|
$5.23 Million
2.23% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,984
shares
|
$5.23 Million
1.47% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
22,983
shares
|
$5.23 Million
2.94% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
22,944
shares
|
$5.22 Million
4.58% of portfolio
|
Q4 2022
Added 6.59%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
22,911
shares
|
$5.22 Million
2.31% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
22,909
shares
|
$5.21 Million
3.24% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
22,907
shares
|
$5.21 Million
2.09% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
22,891
shares
|
$5.21 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
22,822
shares
|
$5.19 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
22,810
shares
|
$5.19 Million
0.51% of portfolio
|
Q4 2024
Added 65.23%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
22,782
shares
|
$5.19 Million
2.85% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
22,758
shares
|
$5.18 Million
1.84% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
22,751
shares
|
$5.18 Million
1.47% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
22,747
shares
|
$5.18 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
22,741
shares
|
$5.18 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.01%
|