Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,947 institutions that hold shares in the stock, with a total of 8.75 Billion shares, which have been reported (via 13F filing form) to have a value of $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
63,042
shares
|
$14.4 Million
12.31% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
62,995
shares
|
$14.3 Million
3.54% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
62,982
shares
|
$14.3 Million
7.06% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
62,953
shares
|
$14.3 Million
2.86% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Muhlenkamp & CO Inc
|
Nov 12, 2024 Q3 2024 |
62,914
shares
|
$14.3 Million
4.73% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
62,867
shares
|
$14.3 Million
8.31% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
62,824
shares
|
$14.3 Million
3.68% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
62,809
shares
|
$14.3 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
62,767
shares
|
$14.3 Million
3.23% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 06, 2024 Q3 2024 |
62,763
shares
|
$14.3 Million
9.73% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
62,747
shares
|
$14.3 Million
3.38% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
62,741
shares
|
$14.3 Million
6.03% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
62,732
shares
|
$14.3 Million
9.14% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
62,672
shares
|
$14.3 Million
6.46% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
62,662
shares
|
$14.3 Million
0.72% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
62,622
shares
|
$14.3 Million
0.99% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
62,620
shares
|
$14.3 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Matthew 25 Management Corp
|
Feb 03, 2025 Q4 2024 |
62,500
shares
|
$14.2 Million
5.31% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
62,433
shares
|
$14.2 Million
1.31% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
62,382
shares
|
$14.2 Million
4.01% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
62,378
shares
|
$14.2 Million
12.87% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
62,344
shares
|
$14.2 Million
5.68% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
62,281
shares
|
$14.2 Million
2.8% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
62,211
shares
|
$14.2 Million
3.17% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
62,191
shares
|
$14.2 Million
5.89% of portfolio
|
Q3 2024
Reduced 2.02%
|