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 |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
171,895
shares
|
$40.1 Million
6.99% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
171,849
shares
|
$40.1 Million
11.37% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
Nov 14, 2024 Q3 2024 |
171,782
shares
|
$40.1 Million
7.67% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Oakmont Corp
|
Nov 14, 2024 Q3 2024 |
171,705
shares
|
$40 Million
7.76% of portfolio
|
Q3 2024
Reduced 41.23%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
171,340
shares
|
$40 Million
17.41% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
171,186
shares
|
$39.9 Million
3.39% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Draper Asset Management, LLC
Smithtown, NY |
Nov 12, 2024 Q3 2024 |
170,976
shares
|
$39.9 Million
23.61% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
170,468
shares
|
$39.8 Million
1.25% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
170,380
shares
|
$39.7 Million
4.18% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
169,875
shares
|
$39.6 Million
12.99% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
169,874
shares
|
$39.6 Million
11.31% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Guinness Asset Management LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
169,584
shares
|
$39.6 Million
0.85% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
169,548
shares
|
$39.5 Million
5.72% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
169,425
shares
|
$39.5 Million
18.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
169,357
shares
|
$39.5 Million
4.78% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
169,324
shares
|
$39.5 Million
8.85% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
169,002
shares
|
$39.4 Million
6.83% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
168,817
shares
|
$39.4 Million
5.17% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Jlb & Associates Inc
|
Feb 03, 2025 Q4 2024 |
168,253
shares
|
$39.2 Million
6.14% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
168,077
shares
|
$39.2 Million
12.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Rokos Capital Management LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
167,433
shares
|
$39 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
167,042
shares
|
$39 Million
4.54% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
166,876
shares
|
$38.9 Million
3.29% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Saybrook Capital
|
Oct 25, 2024 Q3 2024 |
166,747
shares
|
$38.9 Million
11.22% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
166,703
shares
|
$38.9 Million
1.97% of portfolio
|
Q4 2024
Reduced 1.35%
|