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 |
|---|---|---|---|---|---|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
132,958
shares
|
$31 Million
15.21% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
132,368
shares
|
$30.9 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
132,329
shares
|
$30.9 Million
4.07% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
132,272
shares
|
$30.8 Million
17.04% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
132,205
shares
|
$30.8 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
131,997
shares
|
$30.8 Million
5.65% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
131,958
shares
|
$30.8 Million
1.1% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
131,878
shares
|
$30.8 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
131,781
shares
|
$30.7 Million
3.69% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
131,238
shares
|
$30.6 Million
3.94% of portfolio
|
Q3 2022
Added 2970.61%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
131,191
shares
|
$30.6 Million
3.05% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
131,141
shares
|
$30.6 Million
5.81% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
131,109
shares
|
$30.6 Million
4.39% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
131,068
shares
|
$30.6 Million
0.85% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
130,754
shares
|
$30.5 Million
4.73% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
130,607
shares
|
$30.5 Million
8.14% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
130,547
shares
|
$30.4 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
130,441
shares
|
$30.4 Million
6.91% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
130,433
shares
|
$30.4 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
130,045
shares
|
$30.3 Million
2.26% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
130,030
shares
|
$30.3 Million
3.24% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
130,001
shares
|
$30.3 Million
1.93% of portfolio
|
Q3 2024
Reduced 20.69%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
129,862
shares
|
$30.3 Million
2.69% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
129,750
shares
|
$30.3 Million
4.96% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
129,322
shares
|
$30.2 Million
2.81% of portfolio
|
Q4 2024
Reduced 4.6%
|