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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
62,139
shares
|
$14.1 Million
2.09% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
62,132
shares
|
$14.1 Million
5.81% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
62,009
shares
|
$14.1 Million
9.33% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
62,000
shares
|
$14.1 Million
3.36% of portfolio
|
Q1 2024
Added 24.0%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
61,967
shares
|
$14.1 Million
1.53% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
61,966
shares
|
$14.1 Million
5.41% of portfolio
|
Q4 2023
Added 7.37%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
61,959
shares
|
$14.1 Million
10.0% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
61,935
shares
|
$14.1 Million
8.32% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
61,895
shares
|
$14.1 Million
7.61% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
61,842
shares
|
$14.1 Million
2.34% of portfolio
|
Q4 2024
Reduced 15.85%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
61,831
shares
|
$14.1 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Thames Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
61,806
shares
|
$14.1 Million
4.92% of portfolio
|
Q3 2024
Reduced 25.61%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
61,735
shares
|
$14.1 Million
1.01% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
61,722
shares
|
$14 Million
5.37% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
61,709
shares
|
$14 Million
8.71% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
61,648
shares
|
$14 Million
2.32% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
61,645
shares
|
$14 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
61,629
shares
|
$14 Million
2.07% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
61,538
shares
|
$14 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
61,492
shares
|
$14 Million
3.34% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
61,487
shares
|
$14 Million
2.48% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
61,479
shares
|
$14 Million
7.02% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
61,479
shares
|
$14 Million
3.63% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
61,467
shares
|
$14 Million
3.63% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
61,446
shares
|
$14 Million
3.98% of portfolio
|
Q3 2024
Reduced 1.54%
|