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 |
|---|---|---|---|---|---|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
181,258
shares
|
$42.1 Million
7.7% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
180,961
shares
|
$42.1 Million
2.79% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
180,794
shares
|
$42 Million
5.43% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 25, 2024 Q3 2024 |
180,487
shares
|
$42 Million
6.53% of portfolio
|
Q3 2024
Added 521.6%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
180,028
shares
|
$41.9 Million
6.36% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
179,905
shares
|
$41.8 Million
2.73% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
179,704
shares
|
$41.8 Million
7.63% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
179,658
shares
|
$41.8 Million
3.17% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
179,572
shares
|
$41.7 Million
2.7% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
179,572
shares
|
$41.7 Million
2.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
179,478
shares
|
$41.7 Million
11.7% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
179,244
shares
|
$41.7 Million
5.29% of portfolio
|
Q2 2023
Added 5.9%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
179,231
shares
|
$41.7 Million
2.07% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
179,030
shares
|
$41.6 Million
5.29% of portfolio
|
Q4 2024
Added 152.52%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
178,954
shares
|
$41.6 Million
7.27% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
178,032
shares
|
$41.4 Million
8.09% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
177,892
shares
|
$41.4 Million
6.25% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
177,880
shares
|
$41.4 Million
12.49% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
177,608
shares
|
$41.3 Million
10.96% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
177,417
shares
|
$41.2 Million
8.85% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
177,398
shares
|
$41.2 Million
23.38% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
177,284
shares
|
$41.2 Million
5.77% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
177,111
shares
|
$41.2 Million
5.57% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
177,056
shares
|
$41.2 Million
3.22% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
176,965
shares
|
$41.1 Million
1.77% of portfolio
|
Q4 2024
Added 11.66%
|