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 |
|---|---|---|---|---|---|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
361,332
shares
|
$84 Million
7.42% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
361,297
shares
|
$84 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
361,107
shares
|
$83.9 Million
7.16% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
360,273
shares
|
$83.8 Million
18.33% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
359,565
shares
|
$83.6 Million
7.69% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
359,348
shares
|
$83.5 Million
4.35% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
359,159
shares
|
$83.5 Million
0.86% of portfolio
|
Q2 2023
Added 3741.68%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
359,027
shares
|
$83.5 Million
3.7% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
358,675
shares
|
$83.4 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
358,639
shares
|
$83.4 Million
8.07% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
355,760
shares
|
$82.7 Million
6.72% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
353,478
shares
|
$82.2 Million
7.39% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
353,038
shares
|
$82.1 Million
1.52% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
352,766
shares
|
$82 Million
9.64% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
352,694
shares
|
$82 Million
5.18% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
351,354
shares
|
$81.7 Million
14.75% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
351,175
shares
|
$81.6 Million
6.16% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
349,192
shares
|
$81.2 Million
3.61% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
348,988
shares
|
$81.1 Million
6.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
348,499
shares
|
$81 Million
0.46% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
346,350
shares
|
$80.5 Million
4.96% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
345,634
shares
|
$80.3 Million
7.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
345,231
shares
|
$80.3 Million
4.9% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Nov 14, 2024 Q3 2024 |
344,919
shares
|
$80.2 Million
67.39% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Academy Capital Management Inc
Waco, TX |
Oct 17, 2024 Q3 2024 |
344,271
shares
|
$80 Million
13.91% of portfolio
|
Q3 2024
Reduced 0.43%
|