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 |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
24,627
shares
|
$5.92 Million
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
24,622
shares
|
$5.92 Million
1.52% of portfolio
|
Q4 2024
Reduced 86.36%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
24,619
shares
|
$5.92 Million
0.61% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
24,609
shares
|
$5.92 Million
7.29% of portfolio
|
Q4 2024
Reduced 16.04%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
24,605
shares
|
$5.91 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
24,594
shares
|
$5.91 Million
1.54% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
24,594
shares
|
$5.91 Million
6.86% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
24,585
shares
|
$5.91 Million
4.06% of portfolio
|
Q4 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
24,525
shares
|
$5.89 Million
6.48% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
24,495
shares
|
$5.89 Million
3.36% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
24,462
shares
|
$5.88 Million
2.08% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
24,446
shares
|
$5.88 Million
4.09% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
24,416
shares
|
$5.87 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
24,401
shares
|
$5.87 Million
4.55% of portfolio
|
Q4 2024
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
24,376
shares
|
$5.86 Million
13.96% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
24,354
shares
|
$5.85 Million
0.91% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
24,345
shares
|
$5.85 Million
5.67% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
24,322
shares
|
$5.85 Million
0.93% of portfolio
|
Q2 2022
Reduced 0.59%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
24,316
shares
|
$5.84 Million
3.94% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
24,300
shares
|
$5.84 Million
6.37% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
24,216
shares
|
$5.82 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Feb 07, 2025 Q4 2024 |
24,194
shares
|
$5.82 Million
4.63% of portfolio
|
Q4 2024
Added 87.14%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
24,192
shares
|
$5.81 Million
1.8% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
24,128
shares
|
$5.8 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
24,107
shares
|
$5.79 Million
1.8% of portfolio
|
Q4 2023
Reduced 5.17%
|