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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
118,197
shares
|
$27.6 Million
3.45% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
118,047
shares
|
$27.5 Million
5.59% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
117,993
shares
|
$27.5 Million
3.57% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
117,859
shares
|
$27.5 Million
6.34% of portfolio
|
Q2 2022
Reduced 3.72%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
117,681
shares
|
$27.4 Million
3.2% of portfolio
|
Q3 2022
Added 3.11%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
117,384
shares
|
$27.4 Million
2.57% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
117,315
shares
|
$27.4 Million
4.34% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
117,271
shares
|
$27.3 Million
5.81% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
117,254
shares
|
$27.3 Million
5.67% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
117,238
shares
|
$27.3 Million
12.28% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
117,170
shares
|
$27.3 Million
18.26% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Fcf Advisors LLC
|
Oct 08, 2024 Q3 2024 |
117,003
shares
|
$27.3 Million
6.46% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
116,941
shares
|
$27.3 Million
5.74% of portfolio
|
Q4 2024
Added 1230.69%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
116,838
shares
|
$27.2 Million
4.14% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
116,813
shares
|
$27.2 Million
4.75% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
116,796
shares
|
$27.2 Million
5.7% of portfolio
|
Q1 2023
Added 94.9%
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
116,591
shares
|
$27.2 Million
6.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
116,344
shares
|
$27.1 Million
5.31% of portfolio
|
Q3 2024
Added 107.02%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
116,344
shares
|
$27.1 Million
4.71% of portfolio
|
Q1 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
116,122
shares
|
$27.1 Million
5.06% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
116,022
shares
|
$27.1 Million
2.75% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
115,577
shares
|
$27 Million
0.77% of portfolio
|
Q1 2024
Added 5746.08%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
115,560
shares
|
$27 Million
1.08% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
115,493
shares
|
$26.9 Million
2.91% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
115,423
shares
|
$26.9 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.24%
|