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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
42,283
shares
|
$10.2 Million
3.92% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
42,241
shares
|
$10.2 Million
5.91% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
42,221
shares
|
$10.1 Million
2.81% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
42,195
shares
|
$10.1 Million
3.21% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
42,190
shares
|
$10.1 Million
5.07% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
42,184
shares
|
$10.1 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
42,182
shares
|
$10.1 Million
2.29% of portfolio
|
Q4 2024
Reduced 26.52%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
42,126
shares
|
$10.1 Million
1.63% of portfolio
|
Q4 2024
Added 22.55%
|
|
|
Gp Brinson Investments LLC
|
Jan 07, 2025 Q4 2024 |
42,000
shares
|
$10.1 Million
4.35% of portfolio
|
Q1 2021
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
42,000
shares
|
$10.1 Million
1.56% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
41,996
shares
|
$10.1 Million
4.0% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
41,971
shares
|
$10.1 Million
3.87% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
41,862
shares
|
$10.1 Million
16.62% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
41,755
shares
|
$10 Million
3.93% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
41,744
shares
|
$10 Million
3.48% of portfolio
|
Q3 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
41,739
shares
|
$10 Million
5.02% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
41,735
shares
|
$10 Million
3.44% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
41,725
shares
|
$10 Million
1.83% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
41,716
shares
|
$10 Million
4.17% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Ov Management LLC
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
41,689
shares
|
$10 Million
4.85% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
41,672
shares
|
$10 Million
8.81% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
41,669
shares
|
$10 Million
5.64% of portfolio
|
Q4 2024
New holding
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
41,658
shares
|
$10 Million
1.98% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
41,640
shares
|
$10 Million
2.02% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
41,618
shares
|
$10 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.78%
|