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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
138,918
shares
|
$32.4 Million
3.68% of portfolio
|
Q4 2024
Reduced 46.41%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
138,830
shares
|
$32.4 Million
8.58% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
138,689
shares
|
$32.3 Million
5.78% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
138,351
shares
|
$32.3 Million
7.32% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
138,307
shares
|
$32.3 Million
7.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
138,154
shares
|
$32.2 Million
4.48% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
138,058
shares
|
$32.2 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
137,983
shares
|
$32.2 Million
8.3% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
137,841
shares
|
$32.1 Million
14.68% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Manchester Global Management (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
137,668
shares
|
$32.1 Million
5.18% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
137,439
shares
|
$32.1 Million
22.79% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
137,214
shares
|
$32 Million
2.36% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
136,889
shares
|
$31.9 Million
5.54% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
136,837
shares
|
$31.9 Million
3.78% of portfolio
|
Q4 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
136,805
shares
|
$31.9 Million
2.82% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
136,732
shares
|
$31.9 Million
8.01% of portfolio
|
Q3 2024
Reduced 57.11%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
136,390
shares
|
$31.8 Million
4.62% of portfolio
|
Q4 2022
Reduced 22.96%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
136,273
shares
|
$31.8 Million
4.06% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
136,107
shares
|
$31.7 Million
3.05% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
136,017
shares
|
$31.7 Million
3.54% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
136,005
shares
|
$31.7 Million
5.44% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
135,943
shares
|
$31.7 Million
5.03% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
135,929
shares
|
$31.7 Million
8.51% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
135,777
shares
|
$31.7 Million
4.64% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
135,722
shares
|
$31.7 Million
3.33% of portfolio
|
Q4 2024
Added 33.81%
|