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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
110,171
shares
|
$25.7 Million
4.08% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
109,502
shares
|
$25.5 Million
4.28% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
109,384
shares
|
$25.5 Million
5.53% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
109,364
shares
|
$25.5 Million
5.2% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
108,764
shares
|
$25.4 Million
2.42% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
108,750
shares
|
$25.4 Million
4.35% of portfolio
|
Q2 2023
Reduced 1.57%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
108,728
shares
|
$25.4 Million
5.71% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
108,654
shares
|
$25.3 Million
7.77% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
108,578
shares
|
$25.3 Million
12.02% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
108,364
shares
|
$25.3 Million
3.5% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
108,247
shares
|
$25.2 Million
2.28% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
108,009
shares
|
$25.2 Million
6.52% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
107,867
shares
|
$25.2 Million
1.9% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
107,746
shares
|
$25.1 Million
7.62% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
107,690
shares
|
$25.1 Million
6.47% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
107,350
shares
|
$25 Million
9.03% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
107,102
shares
|
$25 Million
2.57% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
107,097
shares
|
$25 Million
6.3% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
107,036
shares
|
$25 Million
1.79% of portfolio
|
Q4 2024
Added 53.23%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
106,977
shares
|
$24.9 Million
1.39% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
106,889
shares
|
$24.9 Million
0.72% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
106,853
shares
|
$24.9 Million
4.23% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
106,808
shares
|
$24.9 Million
1.51% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
106,630
shares
|
$24.9 Million
1.82% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
106,592
shares
|
$24.9 Million
5.05% of portfolio
|
Q3 2024
Reduced 1.85%
|