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 |
|---|---|---|---|---|---|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
157,755
shares
|
$36.8 Million
17.49% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
157,568
shares
|
$36.7 Million
10.25% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
157,529
shares
|
$36.7 Million
6.64% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
157,515
shares
|
$36.7 Million
7.46% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
157,174
shares
|
$36.7 Million
4.66% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
157,043
shares
|
$36.6 Million
0.68% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
156,825
shares
|
$36.6 Million
6.66% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 01, 2024 Q3 2024 |
156,149
shares
|
$36.4 Million
8.84% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
156,097
shares
|
$36.4 Million
4.18% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
155,893
shares
|
$36.4 Million
3.99% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
155,737
shares
|
$36.3 Million
5.87% of portfolio
|
Q2 2024
Reduced 13.1%
|
|
|
Tiff Advisory Services Inc
|
Feb 06, 2025 Q4 2024 |
155,729
shares
|
$36.3 Million
12.7% of portfolio
|
Q4 2024
Added 118.86%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
155,691
shares
|
$36.3 Million
7.82% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
155,597
shares
|
$36.3 Million
4.82% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
155,544
shares
|
$36.3 Million
3.33% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
155,540
shares
|
$36.3 Million
2.18% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
155,331
shares
|
$36.2 Million
3.12% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
155,099
shares
|
$36.2 Million
4.97% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
155,096
shares
|
$36.2 Million
6.9% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
154,987
shares
|
$36.1 Million
4.44% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
154,737
shares
|
$36.1 Million
13.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
154,655
shares
|
$36.1 Million
5.3% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
154,588
shares
|
$36.1 Million
4.24% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
154,558
shares
|
$36 Million
13.81% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
154,550
shares
|
$36 Million
10.24% of portfolio
|
Q4 2023
Added 4.86%
|