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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
115,384
shares
|
$26.9 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 26, 2024 Q3 2024 |
115,203
shares
|
$26.9 Million
12.38% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
115,155
shares
|
$26.9 Million
9.43% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
115,016
shares
|
$26.8 Million
5.42% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
114,880
shares
|
$26.8 Million
4.4% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
114,804
shares
|
$26.8 Million
2.28% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
114,800
shares
|
$26.8 Million
8.62% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
114,470
shares
|
$26.7 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
114,375
shares
|
$26.7 Million
6.3% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
114,284
shares
|
$26.7 Million
7.13% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
114,250
shares
|
$26.6 Million
8.77% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
114,194
shares
|
$26.6 Million
4.05% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
114,186
shares
|
$26.6 Million
1.51% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
114,056
shares
|
$26.6 Million
8.6% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
114,026
shares
|
$26.6 Million
12.4% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
113,938
shares
|
$26.6 Million
2.8% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
113,909
shares
|
$26.6 Million
5.45% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
113,820
shares
|
$26.5 Million
6.1% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
113,812
shares
|
$26.5 Million
6.41% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
113,272
shares
|
$26.4 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
113,209
shares
|
$26.4 Million
13.11% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
113,184
shares
|
$26.4 Million
19.72% of portfolio
|
Q4 2024
Reduced 3.35%
|