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 |
|---|---|---|---|---|---|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
291,739
shares
|
$67.8 Million
4.44% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
291,286
shares
|
$67.7 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
291,250
shares
|
$67.7 Million
3.96% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
289,755
shares
|
$67.4 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
289,725
shares
|
$67.4 Million
6.51% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
289,607
shares
|
$67.3 Million
9.43% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
288,700
shares
|
$67.1 Million
5.33% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
287,955
shares
|
$66.9 Million
1.33% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
287,817
shares
|
$66.9 Million
4.54% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
287,514
shares
|
$66.8 Million
3.21% of portfolio
|
Q2 2024
Added 6.07%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
286,513
shares
|
$66.6 Million
3.24% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
286,500
shares
|
$66.6 Million
1.67% of portfolio
|
Q3 2024
Reduced 52.57%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
285,536
shares
|
$66.4 Million
5.99% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
285,341
shares
|
$66.3 Million
4.45% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
285,248
shares
|
$66.3 Million
3.5% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
285,147
shares
|
$66.3 Million
7.39% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Shikiar Asset Management Inc
|
Jan 15, 2025 Q4 2024 |
285,127
shares
|
$66.3 Million
18.91% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
284,779
shares
|
$66.2 Million
5.88% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Nzs Capital, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
284,174
shares
|
$66.1 Million
2.77% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
283,858
shares
|
$66 Million
5.34% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
282,833
shares
|
$65.8 Million
6.23% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
282,519
shares
|
$65.7 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
282,490
shares
|
$65.7 Million
4.13% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
282,484
shares
|
$65.7 Million
5.65% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
282,311
shares
|
$65.6 Million
4.12% of portfolio
|
Q3 2022
Added 9771.01%
|