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 |
|---|---|---|---|---|---|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
59,533
shares
|
$13.6 Million
12.38% of portfolio
|
Q4 2023
Reduced 24.89%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
59,521
shares
|
$13.5 Million
1.58% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
59,421
shares
|
$13.5 Million
3.65% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
59,415
shares
|
$13.5 Million
6.1% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
59,382
shares
|
$13.5 Million
2.2% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
59,346
shares
|
$13.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 97.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
59,332
shares
|
$13.5 Million
1.69% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
59,302
shares
|
$13.5 Million
4.94% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
59,195
shares
|
$13.5 Million
4.36% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
59,192
shares
|
$13.5 Million
7.46% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
59,173
shares
|
$13.5 Million
5.29% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
59,156
shares
|
$13.5 Million
5.09% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
59,147
shares
|
$13.5 Million
4.55% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
59,115
shares
|
$13.5 Million
2.15% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
58,947
shares
|
$13.4 Million
0.75% of portfolio
|
Q4 2024
Added 52.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
58,940
shares
|
$13.4 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
58,816
shares
|
$13.4 Million
4.8% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
58,784
shares
|
$13.4 Million
2.91% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
58,750
shares
|
$13.4 Million
3.84% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
58,728
shares
|
$13.4 Million
1.47% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
58,671
shares
|
$13.4 Million
2.72% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
58,578
shares
|
$13.3 Million
5.36% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
58,504
shares
|
$13.3 Million
2.71% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
58,503
shares
|
$13.3 Million
10.51% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
58,457
shares
|
$13.3 Million
13.17% of portfolio
|
Q4 2024
New holding
|