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 |
|---|---|---|---|---|---|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
93,499
shares
|
$21.8 Million
7.73% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
93,427
shares
|
$21.8 Million
3.74% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
93,381
shares
|
$21.8 Million
3.33% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
93,252
shares
|
$21.7 Million
3.63% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
93,244
shares
|
$21.7 Million
5.51% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
93,197
shares
|
$21.7 Million
2.78% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
93,003
shares
|
$21.7 Million
6.23% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
92,983
shares
|
$21.7 Million
5.93% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
92,823
shares
|
$21.6 Million
5.56% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
92,660
shares
|
$21.6 Million
3.73% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
92,625
shares
|
$21.6 Million
15.81% of portfolio
|
Q3 2022
Added 1692.63%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
92,601
shares
|
$21.6 Million
6.51% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
92,597
shares
|
$21.6 Million
5.88% of portfolio
|
Q4 2020
Added 3.52%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
92,577
shares
|
$21.6 Million
4.99% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
92,547
shares
|
$21.6 Million
3.84% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
92,432
shares
|
$21.6 Million
3.47% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
92,403
shares
|
$21.6 Million
7.39% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
92,199
shares
|
$21.5 Million
2.83% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
United American Securities Inc. (D
New York, NY |
Nov 13, 2024 Q3 2024 |
91,965
shares
|
$21.4 Million
5.19% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
91,951
shares
|
$21.4 Million
1.72% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
91,855
shares
|
$21.4 Million
5.18% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
91,780
shares
|
$21.4 Million
4.55% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
91,615
shares
|
$21.4 Million
8.19% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
91,499
shares
|
$21.3 Million
6.42% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
91,495
shares
|
$21.3 Million
1.64% of portfolio
|
Q4 2024
Reduced 4.38%
|