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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
67,598
shares
|
$15.4 Million
3.23% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
67,536
shares
|
$15.4 Million
4.05% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
67,500
shares
|
$15.4 Million
8.57% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
67,242
shares
|
$15.3 Million
4.02% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
67,234
shares
|
$15.3 Million
4.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
67,145
shares
|
$15.3 Million
8.11% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
67,132
shares
|
$15.3 Million
8.2% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
67,046
shares
|
$15.3 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
66,995
shares
|
$15.3 Million
13.71% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
66,857
shares
|
$15.2 Million
1.84% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
66,771
shares
|
$15.2 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Iyo Bank, Ltd.
|
Feb 04, 2025 Q4 2024 |
66,690
shares
|
$15.2 Million
5.71% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
66,514
shares
|
$15.1 Million
4.67% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
66,497
shares
|
$15.1 Million
11.93% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
66,490
shares
|
$15.1 Million
5.52% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
66,488
shares
|
$15.1 Million
3.28% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
66,429
shares
|
$15.1 Million
2.13% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
66,280
shares
|
$15.1 Million
8.55% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66,268
shares
|
$15.1 Million
10.0% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
66,260
shares
|
$15.1 Million
4.28% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
66,172
shares
|
$15.1 Million
2.32% of portfolio
|
Q2 2024
Reduced 21.3%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
66,044
shares
|
$15 Million
3.51% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
66,022
shares
|
$15 Million
1.07% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
65,870
shares
|
$15 Million
4.12% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
65,849
shares
|
$15 Million
4.59% of portfolio
|
Q4 2024
Added 0.39%
|