Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
154,131
shares
|
$35.9 Million
3.4% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
153,986
shares
|
$35.9 Million
5.65% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
153,824
shares
|
$35.9 Million
3.28% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
153,568
shares
|
$35.8 Million
1.95% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
153,462
shares
|
$35.8 Million
2.25% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
153,400
shares
|
$35.8 Million
3.02% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
153,158
shares
|
$35.7 Million
4.42% of portfolio
|
Q3 2024
Reduced 27.11%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
153,099
shares
|
$35.7 Million
13.14% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
152,572
shares
|
$35.6 Million
2.17% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
152,264
shares
|
$35.5 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
152,093
shares
|
$35.5 Million
12.81% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
151,860
shares
|
$35.4 Million
2.04% of portfolio
|
Q3 2024
Reduced 46.54%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
151,551
shares
|
$35.3 Million
5.16% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
151,445
shares
|
$35.3 Million
3.34% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
150,546
shares
|
$35.1 Million
1.91% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
150,532
shares
|
$35.1 Million
5.41% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
150,340
shares
|
$35.1 Million
2.55% of portfolio
|
Q3 2022
Added 5.6%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
150,004
shares
|
$35 Million
2.09% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
149,879
shares
|
$35 Million
9.28% of portfolio
|
Q1 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
149,835
shares
|
$34.9 Million
3.74% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
149,802
shares
|
$34.9 Million
10.32% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
149,389
shares
|
$34.8 Million
1.86% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
149,275
shares
|
$34.8 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
149,244
shares
|
$34.8 Million
9.4% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
149,194
shares
|
$34.8 Million
14.82% of portfolio
|
Q4 2024
Reduced 0.45%
|