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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
192,155
shares
|
$44.7 Million
3.52% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Nov 13, 2024 Q3 2024 |
192,126
shares
|
$44.7 Million
2.4% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
Nov 12, 2024 Q3 2024 |
192,000
shares
|
$44.6 Million
2.56% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
191,920
shares
|
$44.6 Million
2.64% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
191,540
shares
|
$44.5 Million
1.22% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
191,282
shares
|
$44.5 Million
6.65% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
190,917
shares
|
$44.4 Million
2.15% of portfolio
|
Q3 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
190,854
shares
|
$44.4 Million
7.71% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
190,183
shares
|
$44.2 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
189,611
shares
|
$44.1 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
189,580
shares
|
$44.1 Million
4.89% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
189,490
shares
|
$44.1 Million
5.86% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
189,421
shares
|
$44 Million
2.76% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
189,020
shares
|
$43.9 Million
4.54% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
188,992
shares
|
$43.9 Million
4.92% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
188,584
shares
|
$43.8 Million
3.99% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
188,326
shares
|
$43.8 Million
0.87% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
188,191
shares
|
$43.7 Million
7.46% of portfolio
|
Q4 2024
Added 229.62%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
188,001
shares
|
$43.7 Million
2.51% of portfolio
|
Q3 2024
Added 23.69%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
187,706
shares
|
$43.6 Million
2.78% of portfolio
|
Q3 2022
Added 0.6%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
187,159
shares
|
$43.5 Million
6.51% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
186,989
shares
|
$43.5 Million
5.53% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
186,822
shares
|
$43.4 Million
7.73% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
186,516
shares
|
$43.4 Million
1.45% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
186,453
shares
|
$43.3 Million
0.34% of portfolio
|
Q4 2024
New holding
|