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 |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
38,495
shares
|
$9.13 Million
6.04% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
38,444
shares
|
$9.12 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
38,315
shares
|
$9.09 Million
5.13% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
38,271
shares
|
$9.08 Million
2.88% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
38,261
shares
|
$9.08 Million
6.13% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
38,214
shares
|
$9.07 Million
1.86% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
38,195
shares
|
$9.06 Million
2.18% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
38,193
shares
|
$9.06 Million
7.26% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
38,193
shares
|
$9.06 Million
2.63% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
38,192
shares
|
$9.06 Million
4.96% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
38,183
shares
|
$9.06 Million
5.74% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
38,179
shares
|
$9.06 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
38,165
shares
|
$9.06 Million
3.07% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,146
shares
|
$9.05 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
38,135
shares
|
$9.05 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
38,118
shares
|
$9.05 Million
4.23% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
38,084
shares
|
$9.04 Million
5.04% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Promethos Capital, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
38,080
shares
|
$9.04 Million
3.37% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
37,991
shares
|
$9.02 Million
1.29% of portfolio
|
Q4 2024
Reduced 34.45%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
37,936
shares
|
$9 Million
4.75% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
37,841
shares
|
$8.98 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
37,822
shares
|
$8.98 Million
4.45% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Feb 18, 2025 Q4 2024 |
37,817
shares
|
$8.97 Million
8.67% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
37,746
shares
|
$8.96 Million
1.8% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Boxwood Ventures, Inc.
|
Feb 12, 2025 Q4 2024 |
37,745
shares
|
$8.96 Million
12.99% of portfolio
|
Q2 2023
Reduced 0.56%
|