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 |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
61,386
shares
|
$14 Million
4.62% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
61,357
shares
|
$14 Million
0.58% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
61,342
shares
|
$14 Million
4.45% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
61,328
shares
|
$14 Million
6.51% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
61,320
shares
|
$14 Million
2.56% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
61,278
shares
|
$13.9 Million
4.52% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 12, 2024 Q3 2024 |
61,250
shares
|
$13.9 Million
4.04% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
61,209
shares
|
$13.9 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
61,209
shares
|
$13.9 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
61,188
shares
|
$13.9 Million
3.38% of portfolio
|
Q3 2024
Reduced 41.0%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
61,091
shares
|
$13.9 Million
7.07% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
61,038
shares
|
$13.9 Million
2.9% of portfolio
|
Q4 2024
Added 67.73%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
61,034
shares
|
$13.9 Million
5.09% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
61,029
shares
|
$13.9 Million
6.62% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Zweig Di Menna Associates LLC
|
Jan 21, 2025 Q4 2024 |
60,981
shares
|
$13.9 Million
1.22% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
60,914
shares
|
$13.9 Million
0.33% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
60,866
shares
|
$13.9 Million
3.66% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
60,851
shares
|
$13.9 Million
0.6% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
60,847
shares
|
$13.9 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
60,845
shares
|
$13.9 Million
5.43% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
60,787
shares
|
$13.8 Million
0.29% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
60,691
shares
|
$13.8 Million
6.91% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
60,687
shares
|
$13.8 Million
7.17% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
60,644
shares
|
$13.8 Million
5.17% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
60,557
shares
|
$13.8 Million
4.34% of portfolio
|
Q3 2024
Reduced 8.34%
|