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 |
|---|---|---|---|---|---|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
161,729
shares
|
$37.7 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
161,577
shares
|
$37.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
161,447
shares
|
$37.7 Million
14.17% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
161,182
shares
|
$37.6 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
161,103
shares
|
$37.6 Million
4.45% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
161,078
shares
|
$37.6 Million
5.89% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
161,066
shares
|
$37.6 Million
1.46% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
161,026
shares
|
$37.6 Million
6.63% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
161,005
shares
|
$37.5 Million
4.14% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
160,955
shares
|
$37.5 Million
10.56% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
160,896
shares
|
$37.5 Million
9.63% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
160,669
shares
|
$37.5 Million
4.33% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
160,612
shares
|
$37.5 Million
3.66% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
160,112
shares
|
$37.3 Million
3.13% of portfolio
|
Q2 2024
Added 571.27%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
160,063
shares
|
$37.3 Million
12.86% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
160,032
shares
|
$37.3 Million
8.52% of portfolio
|
Q4 2024
Added 44.67%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
159,051
shares
|
$37.1 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
158,943
shares
|
$37.1 Million
2.59% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
158,844
shares
|
$37 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
158,695
shares
|
$37 Million
1.18% of portfolio
|
Q3 2023
Added 1.63%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
158,625
shares
|
$37 Million
6.47% of portfolio
|
Q3 2023
Reduced 14.91%
|
|
|
Cooper Creek Partners Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
158,352
shares
|
$36.9 Million
1.01% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
158,295
shares
|
$36.9 Million
13.13% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
158,180
shares
|
$36.9 Million
10.56% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
158,011
shares
|
$36.9 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.83%
|