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 |
|---|---|---|---|---|---|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
135,717
shares
|
$31.7 Million
2.59% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
135,436
shares
|
$31.6 Million
4.74% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
135,417
shares
|
$31.6 Million
3.04% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
135,402
shares
|
$31.6 Million
4.6% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
135,307
shares
|
$31.6 Million
3.4% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
135,287
shares
|
$31.6 Million
11.96% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
135,226
shares
|
$31.5 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
135,055
shares
|
$31.5 Million
5.13% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
134,894
shares
|
$31.5 Million
8.72% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
134,868
shares
|
$31.5 Million
3.78% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
134,741
shares
|
$31.4 Million
4.64% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
134,709
shares
|
$31.4 Million
8.11% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
134,655
shares
|
$31.4 Million
5.13% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
134,461
shares
|
$31.4 Million
4.41% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
134,194
shares
|
$31.3 Million
4.1% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
134,155
shares
|
$31.3 Million
2.47% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
134,109
shares
|
$31.3 Million
2.24% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
133,980
shares
|
$31.2 Million
7.07% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
133,913
shares
|
$31.2 Million
2.25% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
133,668
shares
|
$31.2 Million
15.11% of portfolio
|
Q1 2023
Reduced 4.37%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
133,615
shares
|
$31.2 Million
5.47% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
133,590
shares
|
$31.2 Million
9.22% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
133,424
shares
|
$31.1 Million
2.32% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
133,258
shares
|
$31.1 Million
12.72% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
133,124
shares
|
$31 Million
4.69% of portfolio
|
Q3 2024
Reduced 3.34%
|