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 |
|---|---|---|---|---|---|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
96,271
shares
|
$22.5 Million
1.45% of portfolio
|
Q3 2024
Added 69.83%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
96,271
shares
|
$22.5 Million
8.34% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
96,265
shares
|
$22.5 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
96,133
shares
|
$22.4 Million
4.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
96,014
shares
|
$22.4 Million
12.31% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
95,869
shares
|
$22.4 Million
16.65% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
95,553
shares
|
$22.3 Million
1.99% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
95,187
shares
|
$22.2 Million
7.91% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
95,163
shares
|
$22.2 Million
3.93% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
95,106
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
94,985
shares
|
$22.2 Million
6.26% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
94,828
shares
|
$22.1 Million
3.73% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
94,774
shares
|
$22.1 Million
5.21% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
94,726
shares
|
$22.1 Million
5.47% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
94,467
shares
|
$22 Million
2.07% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
94,459
shares
|
$22 Million
2.34% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
94,408
shares
|
$22 Million
10.08% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
94,407
shares
|
$22 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
94,401
shares
|
$22 Million
3.44% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
94,344
shares
|
$22 Million
3.17% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
94,168
shares
|
$22 Million
19.43% of portfolio
|
Q4 2024
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
94,125
shares
|
$22 Million
4.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
94,026
shares
|
$21.9 Million
3.65% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
93,673
shares
|
$21.8 Million
4.75% of portfolio
|
Q3 2024
Reduced 31.68%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
93,662
shares
|
$21.8 Million
2.83% of portfolio
|
Q4 2024
Added 3.7%
|