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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
123,818
shares
|
$28.9 Million
4.65% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
123,342
shares
|
$28.8 Million
6.56% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
123,077
shares
|
$28.7 Million
5.54% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
123,029
shares
|
$28.7 Million
15.71% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
123,005
shares
|
$28.7 Million
11.15% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Linden Rose Investment LLC
|
Jan 24, 2023 Q4 2022 |
122,929
shares
|
$28.7 Million
42.9% of portfolio
|
Q4 2022
Reduced 4.99%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
122,808
shares
|
$28.6 Million
3.83% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
122,762
shares
|
$28.6 Million
11.27% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
122,722
shares
|
$28.6 Million
2.87% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
122,567
shares
|
$28.6 Million
4.05% of portfolio
|
Q4 2022
Reduced 11.65%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
Nov 14, 2024 Q3 2024 |
122,222
shares
|
$28.5 Million
2.06% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
122,127
shares
|
$28.5 Million
0.26% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
121,992
shares
|
$28.5 Million
4.17% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
121,792
shares
|
$28.4 Million
5.48% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
121,763
shares
|
$28.4 Million
2.1% of portfolio
|
Q4 2024
Reduced 18.79%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
121,660
shares
|
$28.4 Million
7.25% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
121,407
shares
|
$28.3 Million
6.03% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
121,216
shares
|
$28.3 Million
4.02% of portfolio
|
Q3 2024
Added 1959.4%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
121,131
shares
|
$28.3 Million
1.94% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
121,033
shares
|
$28.2 Million
4.97% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
120,972
shares
|
$28.2 Million
5.43% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
120,938
shares
|
$28.2 Million
0.13% of portfolio
|
Q1 2024
Reduced 25.6%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
120,926
shares
|
$28.2 Million
2.44% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
120,698
shares
|
$28.1 Million
4.7% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
120,620
shares
|
$28.1 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.81%
|