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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
176,963
shares
|
$41.1 Million
3.42% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
176,801
shares
|
$41.1 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
176,738
shares
|
$41.1 Million
3.35% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
176,729
shares
|
$41.1 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
176,620
shares
|
$41.1 Million
3.69% of portfolio
|
Q4 2023
Reduced 52.9%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jan 28, 2025 Q4 2024 |
176,542
shares
|
$41 Million
3.09% of portfolio
|
Q4 2024
Reduced 33.28%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
176,043
shares
|
$40.9 Million
1.02% of portfolio
|
Q3 2024
Reduced 57.56%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
175,985
shares
|
$40.9 Million
6.18% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
175,576
shares
|
$40.8 Million
1.88% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
175,482
shares
|
$40.8 Million
17.52% of portfolio
|
Q4 2024
Added 18.77%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
174,992
shares
|
$40.7 Million
9.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
174,652
shares
|
$40.6 Million
15.76% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Campbell Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
174,474
shares
|
$40.6 Million
16.31% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
174,354
shares
|
$40.5 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
174,236
shares
|
$40.5 Million
4.03% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
174,075
shares
|
$40.5 Million
3.73% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
173,990
shares
|
$40.4 Million
1.1% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
173,372
shares
|
$40.3 Million
2.97% of portfolio
|
Q4 2023
Reduced 52.96%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
173,325
shares
|
$40.3 Million
5.53% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
173,240
shares
|
$40.3 Million
1.45% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
172,475
shares
|
$40.1 Million
4.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
172,385
shares
|
$40.1 Million
9.08% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
172,210
shares
|
$40 Million
1.02% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
172,195
shares
|
$40 Million
14.4% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
171,916
shares
|
$40 Million
0.84% of portfolio
|
Q4 2024
Added 0.93%
|