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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
40,991
shares
|
$9.85 Million
1.16% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
40,986
shares
|
$9.85 Million
3.38% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
40,949
shares
|
$9.84 Million
1.24% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
40,934
shares
|
$9.84 Million
6.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
40,884
shares
|
$9.83 Million
5.09% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
40,863
shares
|
$9.82 Million
2.29% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
40,839
shares
|
$9.82 Million
2.88% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
40,825
shares
|
$9.81 Million
3.07% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
40,825
shares
|
$9.81 Million
4.88% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
40,810
shares
|
$9.81 Million
6.88% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
40,793
shares
|
$9.81 Million
4.37% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
40,751
shares
|
$9.79 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
40,700
shares
|
$9.78 Million
1.6% of portfolio
|
Q4 2024
Added 36.66%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
40,635
shares
|
$9.77 Million
1.81% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
40,623
shares
|
$9.76 Million
1.44% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
40,580
shares
|
$9.75 Million
4.16% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
40,580
shares
|
$9.75 Million
4.05% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
40,531
shares
|
$9.74 Million
6.91% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
40,500
shares
|
$9.73 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
40,450
shares
|
$9.72 Million
1.56% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
40,440
shares
|
$9.72 Million
3.81% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
40,433
shares
|
$9.72 Million
6.1% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
40,398
shares
|
$9.71 Million
2.5% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,393
shares
|
$9.71 Million
0.31% of portfolio
|
Q4 2024
Added 372.99%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
40,347
shares
|
$9.7 Million
3.89% of portfolio
|
Q4 2024
Reduced 2.13%
|