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 |
|---|---|---|---|---|---|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
226,901
shares
|
$52.7 Million
21.84% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
226,838
shares
|
$52.7 Million
6.27% of portfolio
|
Q3 2024
New holding
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
226,790
shares
|
$52.7 Million
5.72% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
226,689
shares
|
$52.7 Million
6.33% of portfolio
|
Q3 2024
Reduced 51.06%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
226,414
shares
|
$52.6 Million
12.12% of portfolio
|
Q2 2022
Reduced 23.79%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
226,116
shares
|
$52.6 Million
5.72% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
226,064
shares
|
$52.6 Million
5.38% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
225,893
shares
|
$52.5 Million
2.61% of portfolio
|
Q4 2022
Reduced 0.7%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
225,581
shares
|
$52.4 Million
8.45% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
224,829
shares
|
$52.3 Million
8.53% of portfolio
|
Q3 2022
Reduced 5.35%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
224,422
shares
|
$52.2 Million
4.11% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
223,285
shares
|
$51.9 Million
6.36% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
222,938
shares
|
$51.8 Million
0.61% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
222,534
shares
|
$51.7 Million
5.34% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
222,468
shares
|
$51.7 Million
3.55% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
222,415
shares
|
$51.7 Million
4.27% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
221,889
shares
|
$51.6 Million
8.49% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
221,319
shares
|
$51.5 Million
7.19% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
221,060
shares
|
$51.4 Million
7.64% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
221,022
shares
|
$51.4 Million
3.21% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
220,541
shares
|
$51.3 Million
5.99% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
220,439
shares
|
$51.2 Million
4.37% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
220,358
shares
|
$51.2 Million
0.68% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
220,298
shares
|
$51.2 Million
24.26% of portfolio
|
Q4 2024
New holding
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
220,058
shares
|
$51.2 Million
16.73% of portfolio
|
Q4 2024
Added 0.75%
|