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 |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
129,279
shares
|
$30.2 Million
10.37% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 29, 2024 Q3 2024 |
129,248
shares
|
$30.1 Million
10.44% of portfolio
|
Q3 2024
Reduced 47.02%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
128,780
shares
|
$30 Million
3.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
128,738
shares
|
$30 Million
8.42% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2024 Q3 2024 |
128,731
shares
|
$30 Million
0.04% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
128,661
shares
|
$30 Million
1.57% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
128,610
shares
|
$30 Million
3.01% of portfolio
|
Q4 2022
Reduced 3.14%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
128,519
shares
|
$30 Million
2.24% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
128,391
shares
|
$29.9 Million
9.7% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
127,944
shares
|
$29.8 Million
3.63% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
127,892
shares
|
$29.8 Million
5.32% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
127,841
shares
|
$29.8 Million
8.45% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
127,735
shares
|
$29.8 Million
1.52% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
127,724
shares
|
$29.8 Million
6.06% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
127,565
shares
|
$29.8 Million
9.74% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
127,563
shares
|
$29.8 Million
8.85% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
127,440
shares
|
$29.7 Million
8.76% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
127,368
shares
|
$29.7 Million
3.92% of portfolio
|
Q4 2024
Reduced 53.49%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
127,341
shares
|
$29.7 Million
6.72% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
126,952
shares
|
$29.6 Million
2.6% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
126,900
shares
|
$29.6 Million
3.59% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
126,770
shares
|
$29.6 Million
4.03% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
126,736
shares
|
$29.6 Million
1.41% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
126,664
shares
|
$29.5 Million
5.48% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
126,570
shares
|
$29.5 Million
7.44% of portfolio
|
Q4 2022
Reduced 7.73%
|