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 |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
22,725
shares
|
$5.17 Million
1.51% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
22,691
shares
|
$5.17 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
22,683
shares
|
$5.16 Million
2.26% of portfolio
|
Q4 2022
Reduced 2.16%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
22,671
shares
|
$5.16 Million
3.51% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
22,671
shares
|
$5.16 Million
2.45% of portfolio
|
Q1 2024
Added 13.93%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
22,621
shares
|
$5.15 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
22,615
shares
|
$5.15 Million
2.15% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
22,605
shares
|
$5.15 Million
3.78% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
22,544
shares
|
$5.13 Million
1.31% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
22,507
shares
|
$5.12 Million
2.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
22,502
shares
|
$5.12 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
22,481
shares
|
$5.12 Million
3.46% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
22,430
shares
|
$5.11 Million
5.14% of portfolio
|
Q3 2023
Reduced 0.88%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
22,416
shares
|
$5.1 Million
4.37% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
22,396
shares
|
$5.1 Million
0.23% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
22,318
shares
|
$5.08 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
22,313
shares
|
$5.08 Million
1.64% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Valueworks LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,313
shares
|
$5.08 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
22,293
shares
|
$5.07 Million
2.74% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,290
shares
|
$5.07 Million
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
22,270
shares
|
$5.07 Million
4.9% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
22,261
shares
|
$5.07 Million
0.12% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
22,244
shares
|
$5.06 Million
4.8% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
22,198
shares
|
$5.05 Million
2.22% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
22,185
shares
|
$5.05 Million
2.98% of portfolio
|
Q4 2024
Reduced 1.3%
|