Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
17,445
shares
|
$4.07 Million
2.56% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
17,435
shares
|
$4.07 Million
1.75% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
17,411
shares
|
$4.06 Million
1.31% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
17,377
shares
|
$4.05 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
17,365
shares
|
$4.05 Million
3.48% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Rayliant Investment Research
Santa Monica, CA |
Feb 14, 2023 Q4 2022 |
17,344
shares
|
$4.04 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,338
shares
|
$4.04 Million
1.78% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
17,323
shares
|
$4.04 Million
0.21% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
17,303
shares
|
$4.04 Million
1.07% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
17,296
shares
|
$4.03 Million
0.15% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
17,266
shares
|
$4.03 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
17,266
shares
|
$4.03 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
17,254
shares
|
$4.02 Million
1.03% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
17,235
shares
|
$4.02 Million
1.28% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
17,235
shares
|
$4.02 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
17,192
shares
|
$4.01 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
17,160
shares
|
$4 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
17,127
shares
|
$3.99 Million
1.38% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
17,109
shares
|
$3.99 Million
0.54% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
17,106
shares
|
$3.99 Million
1.83% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,079
shares
|
$3.98 Million
0.82% of portfolio
|
Q3 2024
Reduced 44.93%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
17,078
shares
|
$3.98 Million
1.35% of portfolio
|
Q3 2024
Added 87.22%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
17,077
shares
|
$3.98 Million
1.33% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
17,054
shares
|
$3.98 Million
5.09% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
17,051
shares
|
$3.98 Million
2.27% of portfolio
|
Q4 2024
Reduced 1.54%
|