Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,245 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.17 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
57,769
shares
|
$13.9 Million
4.31% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
57,694
shares
|
$13.9 Million
7.19% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
57,566
shares
|
$13.8 Million
1.12% of portfolio
|
Q3 2023
Reduced 22.68%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
57,527
shares
|
$13.8 Million
2.52% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
57,512
shares
|
$13.8 Million
4.37% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
57,445
shares
|
$13.8 Million
2.6% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
57,375
shares
|
$13.8 Million
6.99% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
57,367
shares
|
$13.8 Million
5.86% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
57,332
shares
|
$13.8 Million
6.38% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
57,304
shares
|
$13.8 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
57,277
shares
|
$13.8 Million
7.21% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
57,268
shares
|
$13.8 Million
2.02% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
57,188
shares
|
$13.7 Million
1.24% of portfolio
|
Q4 2024
Reduced 20.78%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
57,080
shares
|
$13.7 Million
8.6% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
57,065
shares
|
$13.7 Million
3.51% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
57,053
shares
|
$13.7 Million
7.29% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
57,039
shares
|
$13.7 Million
1.78% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
57,034
shares
|
$13.7 Million
3.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
56,966
shares
|
$13.7 Million
3.0% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
56,946
shares
|
$13.7 Million
2.11% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
56,914
shares
|
$13.7 Million
7.41% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
56,843
shares
|
$13.7 Million
9.35% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
56,839
shares
|
$13.7 Million
5.96% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
56,786
shares
|
$13.6 Million
9.69% of portfolio
|
Q4 2024
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
56,758
shares
|
$13.6 Million
5.39% of portfolio
|
Q4 2024
Reduced 0.73%
|