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 |
|---|---|---|---|---|---|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
16,715
shares
|
$3.9 Million
4.18% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
16,715
shares
|
$3.9 Million
4.62% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
16,702
shares
|
$3.9 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
16,701
shares
|
$3.9 Million
1.65% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
16,698
shares
|
$3.89 Million
5.96% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
16,682
shares
|
$3.89 Million
1.58% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
16,670
shares
|
$3.89 Million
2.23% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
16,664
shares
|
$3.89 Million
2.24% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Tb Alternative Assets Ltd.
|
Jan 17, 2025 Q4 2024 |
16,650
shares
|
$3.88 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
16,647
shares
|
$3.88 Million
1.48% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
16,643
shares
|
$3.88 Million
2.58% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
16,620
shares
|
$3.88 Million
1.78% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
16,601
shares
|
$3.87 Million
2.23% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
16,595
shares
|
$3.87 Million
2.73% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
16,589
shares
|
$3.87 Million
1.6% of portfolio
|
Q4 2024
Added 34.49%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,577
shares
|
$3.87 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
16,576
shares
|
$3.87 Million
0.2% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
16,576
shares
|
$3.87 Million
1.83% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
16,566
shares
|
$3.86 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
16,542
shares
|
$3.86 Million
3.4% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
16,541
shares
|
$3.86 Million
2.88% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
16,523
shares
|
$3.85 Million
1.63% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
16,517
shares
|
$3.85 Million
2.1% of portfolio
|
Q2 2024
Reduced 10.09%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
16,495
shares
|
$3.85 Million
2.63% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
16,493
shares
|
$3.85 Million
1.68% of portfolio
|
Q4 2024
Added 22.77%
|