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 |
|---|---|---|---|---|---|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
73,182
shares
|
$17.1 Million
5.44% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
73,166
shares
|
$17.1 Million
4.45% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
73,041
shares
|
$17 Million
4.24% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
73,021
shares
|
$17 Million
13.34% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
72,927
shares
|
$17 Million
0.69% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
72,885
shares
|
$17 Million
3.38% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
72,868
shares
|
$17 Million
2.84% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
72,802
shares
|
$17 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
72,765
shares
|
$17 Million
3.56% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
72,682
shares
|
$17 Million
3.04% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
72,656
shares
|
$16.9 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
72,645
shares
|
$16.9 Million
8.23% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
72,597
shares
|
$16.9 Million
8.78% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
72,512
shares
|
$16.9 Million
4.34% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
72,428
shares
|
$16.9 Million
0.86% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
72,402
shares
|
$16.9 Million
12.44% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
72,390
shares
|
$16.9 Million
9.37% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
72,367
shares
|
$16.9 Million
3.41% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
72,357
shares
|
$16.9 Million
8.61% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Jan 27, 2025 Q3 2024 |
72,325
shares
|
$16.9 Million
5.93% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
72,231
shares
|
$16.8 Million
3.02% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
72,212
shares
|
$16.8 Million
6.69% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
72,211
shares
|
$16.8 Million
2.09% of portfolio
|
Q4 2020
Added 2.2%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
72,189
shares
|
$16.8 Million
8.87% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
72,188
shares
|
$16.8 Million
1.34% of portfolio
|
Q3 2024
Added 10.64%
|