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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
166,555
shares
|
$38.8 Million
0.54% of portfolio
|
Q4 2024
Reduced 33.47%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
166,285
shares
|
$38.8 Million
21.24% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
166,023
shares
|
$38.7 Million
6.23% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
165,315
shares
|
$38.6 Million
3.61% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
165,277
shares
|
$38.5 Million
6.98% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
165,148
shares
|
$38.5 Million
2.18% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
165,099
shares
|
$38.5 Million
15.24% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
165,055
shares
|
$38.5 Million
3.72% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
165,009
shares
|
$38.5 Million
4.95% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
164,935
shares
|
$38.5 Million
3.84% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
164,623
shares
|
$38.4 Million
5.1% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
164,393
shares
|
$38.3 Million
12.51% of portfolio
|
Q1 2023
Added 7.25%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
164,387
shares
|
$38.3 Million
7.56% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
164,151
shares
|
$38.3 Million
4.33% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Feb 06, 2025 Q4 2024 |
163,880
shares
|
$38.2 Million
4.43% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
163,815
shares
|
$38.2 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
163,769
shares
|
$38.2 Million
11.95% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
163,662
shares
|
$38.2 Million
9.13% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
163,068
shares
|
$38 Million
3.03% of portfolio
|
Q3 2024
Added 91.5%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
163,068
shares
|
$38 Million
6.22% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
162,991
shares
|
$38 Million
1.07% of portfolio
|
Q3 2024
Reduced 13.03%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
162,551
shares
|
$37.9 Million
4.56% of portfolio
|
Q4 2022
Added 9.92%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
162,495
shares
|
$37.9 Million
8.8% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
162,494
shares
|
$37.9 Million
3.71% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162,112
shares
|
$37.8 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.48%
|