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 |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
103,885
shares
|
$24.2 Million
4.68% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
103,880
shares
|
$24.2 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
103,869
shares
|
$24.2 Million
3.23% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Avala Global LP
New York, NY |
Nov 14, 2024 Q3 2024 |
103,790
shares
|
$24.2 Million
1.59% of portfolio
|
Q3 2024
Reduced 56.13%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
103,769
shares
|
$24.2 Million
1.66% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
103,409
shares
|
$24.1 Million
11.72% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
103,263
shares
|
$24.1 Million
2.92% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
103,256
shares
|
$24.1 Million
7.23% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
103,191
shares
|
$24.1 Million
6.12% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
103,154
shares
|
$24.1 Million
7.45% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
103,012
shares
|
$24 Million
4.89% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
102,842
shares
|
$24 Million
4.06% of portfolio
|
Q3 2024
Added 45.33%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
102,808
shares
|
$24 Million
6.1% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
102,781
shares
|
$24 Million
3.14% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
102,512
shares
|
$23.9 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
102,464
shares
|
$23.9 Million
0.49% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
102,404
shares
|
$23.9 Million
4.84% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
102,398
shares
|
$23.9 Million
3.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
102,240
shares
|
$23.8 Million
6.83% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
102,120
shares
|
$23.8 Million
6.57% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
101,936
shares
|
$23.8 Million
9.34% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
101,837
shares
|
$23.8 Million
3.57% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
101,538
shares
|
$23.7 Million
7.03% of portfolio
|
Q3 2023
Added 2.68%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
101,487
shares
|
$23.7 Million
15.68% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
101,486
shares
|
$23.7 Million
8.01% of portfolio
|
Q4 2024
Reduced 2.56%
|