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 |
|---|---|---|---|---|---|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
87,491
shares
|
$20.4 Million
3.4% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
87,348
shares
|
$20.4 Million
5.77% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
87,322
shares
|
$20.4 Million
1.71% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
87,225
shares
|
$20.3 Million
2.95% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
87,205
shares
|
$20.3 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Osher Van De Voorde Investment Management
|
Jan 21, 2025 Q4 2024 |
87,181
shares
|
$20.3 Million
4.7% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
87,025
shares
|
$20.3 Million
2.26% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
86,782
shares
|
$20.2 Million
4.58% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
86,559
shares
|
$20.2 Million
4.61% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
86,406
shares
|
$20.2 Million
8.69% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
86,381
shares
|
$20.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
86,344
shares
|
$20.1 Million
7.62% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
86,223
shares
|
$20.1 Million
1.62% of portfolio
|
Q3 2024
Reduced 36.51%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
86,154
shares
|
$20.1 Million
3.48% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
86,110
shares
|
$20.1 Million
6.28% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
85,716
shares
|
$20 Million
0.94% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
85,705
shares
|
$20 Million
5.3% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
85,502
shares
|
$19.9 Million
4.97% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
85,329
shares
|
$19.9 Million
1.7% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2024 Q3 2024 |
85,324
shares
|
$19.9 Million
9.05% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
85,296
shares
|
$19.9 Million
2.37% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
85,258
shares
|
$19.9 Million
2.76% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Renaissance Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
85,198
shares
|
$19.9 Million
4.73% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
85,085
shares
|
$19.8 Million
5.96% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
84,969
shares
|
$19.8 Million
5.28% of portfolio
|
Q3 2024
Added 9.64%
|