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 |
|---|---|---|---|---|---|
|
Silphium Asset Management LTD
London, X0 |
Feb 05, 2025 Q4 2024 |
11,866
shares
|
$2.77 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
11,861
shares
|
$2.77 Million
1.22% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
11,848
shares
|
$2.76 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
11,842
shares
|
$2.76 Million
1.87% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
11,838
shares
|
$2.76 Million
0.83% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
11,818
shares
|
$2.76 Million
2.53% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
11,800
shares
|
$2.75 Million
1.54% of portfolio
|
Q4 2024
Reduced 21.85%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
11,779
shares
|
$2.75 Million
1.94% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
11,771
shares
|
$2.75 Million
1.84% of portfolio
|
Q2 2023
Reduced 5.92%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
11,765
shares
|
$2.74 Million
1.72% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
11,724
shares
|
$2.73 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
11,685
shares
|
$2.73 Million
0.3% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
11,666
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,643
shares
|
$2.72 Million
0.87% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Nov 12, 2024 Q3 2024 |
11,622
shares
|
$2.71 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
11,619
shares
|
$2.71 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
11,601
shares
|
$2.71 Million
3.5% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Factorial Partners, LLC
|
Feb 05, 2025 Q4 2024 |
11,600
shares
|
$2.71 Million
1.84% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
11,543
shares
|
$2.69 Million
1.7% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
11,530
shares
|
$2.69 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
11,512
shares
|
$2.68 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
11,509
shares
|
$2.68 Million
0.9% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
11,505
shares
|
$2.68 Million
9.88% of portfolio
|
Q3 2022
Reduced 87.3%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
11,504
shares
|
$2.68 Million
2.21% of portfolio
|
Q3 2024
Reduced 47.45%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
11,500
shares
|
$2.68 Million
0.51% of portfolio
|
Q4 2024
Reduced 11.54%
|