Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,906 institutions that hold shares in the stock, with a total of 8.73 Billion shares, which have been reported (via 13F filing form) to have a value of $2.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
401,479
shares
|
$93.3 Million
3.62% of portfolio
|
Q4 2024
Added 148.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
400,922
shares
|
$93.2 Million
3.31% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
398,824
shares
|
$92.7 Million
4.32% of portfolio
|
Q4 2024
Added 114.35%
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
397,643
shares
|
$92.4 Million
6.31% of portfolio
|
Q3 2024
Reduced 25.27%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
397,450
shares
|
$92.4 Million
9.01% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
396,699
shares
|
$92.2 Million
0.83% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
396,616
shares
|
$92.2 Million
2.23% of portfolio
|
Q3 2024
Added 43.86%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
396,508
shares
|
$92.2 Million
2.14% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
395,896
shares
|
$92 Million
9.3% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
395,162
shares
|
$91.9 Million
6.88% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
394,482
shares
|
$91.7 Million
10.63% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
394,447
shares
|
$91.7 Million
3.93% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
393,952
shares
|
$91.6 Million
6.6% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
393,315
shares
|
$91.4 Million
11.64% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Locust Wood Capital Advisers, LLC
|
Nov 13, 2024 Q3 2024 |
393,229
shares
|
$91.4 Million
3.6% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
392,443
shares
|
$91.2 Million
5.99% of portfolio
|
Q4 2022
Reduced 4.95%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
391,438
shares
|
$91 Million
4.65% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
390,801
shares
|
$90.8 Million
5.68% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
385,597
shares
|
$89.6 Million
2.56% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
385,477
shares
|
$89.6 Million
7.85% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
383,913
shares
|
$89.2 Million
2.25% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
383,052
shares
|
$89 Million
5.76% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
383,031
shares
|
$89 Million
3.92% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
381,702
shares
|
$88.7 Million
4.84% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
381,376
shares
|
$88.7 Million
7.78% of portfolio
|
Q3 2024
Added 9.33%
|