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 |
|---|---|---|---|---|---|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2024 Q3 2024 |
84,950
shares
|
$19.8 Million
2.11% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
84,931
shares
|
$19.8 Million
4.72% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
84,831
shares
|
$19.8 Million
6.53% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
84,786
shares
|
$19.8 Million
4.11% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
84,680
shares
|
$19.7 Million
5.93% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
84,619
shares
|
$19.7 Million
1.75% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
84,592
shares
|
$19.7 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
84,547
shares
|
$19.7 Million
0.76% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
84,407
shares
|
$19.7 Million
18.12% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
84,372
shares
|
$19.7 Million
2.55% of portfolio
|
Q3 2024
Added 47.69%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
84,127
shares
|
$19.6 Million
5.01% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Eulav Asset Management
|
Jan 28, 2025 Q4 2024 |
84,061
shares
|
$19.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
83,977
shares
|
$19.6 Million
3.35% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
83,976
shares
|
$19.6 Million
2.82% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
83,879
shares
|
$19.6 Million
8.76% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
83,735
shares
|
$19.5 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
83,706
shares
|
$19.5 Million
4.21% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
83,679
shares
|
$19.5 Million
3.45% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
83,640
shares
|
$19.5 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
Nov 14, 2024 Q3 2024 |
83,640
shares
|
$19.5 Million
56.55% of portfolio
|
Q3 2024
Added 1991.0%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
83,601
shares
|
$19.5 Million
3.69% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
83,347
shares
|
$19.4 Million
4.49% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 10, 2025 Q3 2024 |
83,238
shares
|
$19.4 Million
7.17% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
83,173
shares
|
$19.4 Million
21.97% of portfolio
|
Q4 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
83,027
shares
|
$19.4 Million
5.28% of portfolio
|
Q3 2024
Added 0.43%
|