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 |
|---|---|---|---|---|---|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
60,548
shares
|
$13.8 Million
6.55% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
60,546
shares
|
$13.8 Million
7.86% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
60,417
shares
|
$13.8 Million
4.18% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
60,402
shares
|
$13.7 Million
2.64% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
60,313
shares
|
$13.7 Million
7.13% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
60,264
shares
|
$13.7 Million
9.51% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
60,222
shares
|
$13.7 Million
4.64% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
60,181
shares
|
$13.7 Million
8.48% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
60,092
shares
|
$13.7 Million
4.94% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
60,034
shares
|
$13.7 Million
5.95% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
60,034
shares
|
$13.7 Million
5.72% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Bailey Value Limited Partnership
Danvers, MA |
Nov 10, 2022 Q3 2022 |
60,000
shares
|
$13.7 Million
13.07% of portfolio
|
Q4 2021
New holding
|
|
|
Grand Alliance Asset Management LTD
Central, K3 |
Nov 14, 2024 Q3 2024 |
60,000
shares
|
$13.7 Million
9.31% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
59,931
shares
|
$13.6 Million
3.31% of portfolio
|
Q4 2024
Added 27.07%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
59,919
shares
|
$13.6 Million
1.66% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
59,911
shares
|
$13.6 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
59,873
shares
|
$13.6 Million
3.12% of portfolio
|
Q4 2024
Added 26.85%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
59,763
shares
|
$13.6 Million
1.76% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
59,750
shares
|
$13.6 Million
0.65% of portfolio
|
Q4 2024
Reduced 44.95%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
59,739
shares
|
$13.6 Million
13.69% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
59,690
shares
|
$13.6 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
59,667
shares
|
$13.6 Million
7.76% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
59,561
shares
|
$13.6 Million
4.3% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
59,556
shares
|
$13.6 Million
2.93% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
59,537
shares
|
$13.6 Million
4.63% of portfolio
|
Q4 2024
Reduced 2.92%
|