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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
54,597
shares
|
$13.1 Million
2.06% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
54,534
shares
|
$13.1 Million
8.09% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
54,526
shares
|
$13.1 Million
5.46% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
54,476
shares
|
$13.1 Million
7.44% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Bonness Enterprises Inc
|
Jan 16, 2025 Q4 2024 |
54,440
shares
|
$13.1 Million
4.82% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
54,414
shares
|
$13.1 Million
2.68% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
54,402
shares
|
$13.1 Million
3.53% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
54,332
shares
|
$13.1 Million
5.95% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
54,216
shares
|
$13 Million
3.18% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
54,187
shares
|
$13 Million
8.59% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
54,152
shares
|
$13 Million
2.6% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
54,137
shares
|
$13 Million
7.77% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
54,106
shares
|
$13 Million
3.11% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
54,095
shares
|
$13 Million
3.47% of portfolio
|
Q4 2024
Added 12250.46%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
54,087
shares
|
$13 Million
3.44% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
54,085
shares
|
$13 Million
5.46% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
54,074
shares
|
$13 Million
2.19% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
54,069
shares
|
$13 Million
4.77% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
53,960
shares
|
$13 Million
5.29% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
53,948
shares
|
$13 Million
6.6% of portfolio
|
Q4 2024
Added 20.15%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
53,942
shares
|
$13 Million
9.33% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
53,905
shares
|
$13 Million
0.14% of portfolio
|
Q4 2024
Reduced 93.91%
|
|
|
Benson Investment Management Company, Inc.
|
Jan 13, 2025 Q4 2024 |
53,837
shares
|
$12.9 Million
5.87% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
53,557
shares
|
$12.9 Million
6.43% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
53,542
shares
|
$12.9 Million
4.25% of portfolio
|
Q4 2024
Reduced 0.65%
|