Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,242 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 $2.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
22,244
shares
|
$5.35 Million
4.8% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
22,198
shares
|
$5.34 Million
2.22% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
22,185
shares
|
$5.33 Million
2.98% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
22,181
shares
|
$5.33 Million
5.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
22,135
shares
|
$5.32 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
22,099
shares
|
$5.31 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
22,061
shares
|
$5.3 Million
2.26% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
22,053
shares
|
$5.3 Million
1.38% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
22,053
shares
|
$5.3 Million
0.7% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
22,048
shares
|
$5.3 Million
2.98% of portfolio
|
Q4 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
22,038
shares
|
$5.3 Million
2.78% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
22,028
shares
|
$5.29 Million
4.14% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
22,025
shares
|
$5.29 Million
1.71% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
21,973
shares
|
$5.28 Million
2.72% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
21,959
shares
|
$5.28 Million
1.19% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
21,955
shares
|
$5.28 Million
4.3% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
21,935
shares
|
$5.27 Million
3.81% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
21,892
shares
|
$5.26 Million
2.98% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
21,859
shares
|
$5.25 Million
4.18% of portfolio
|
Q4 2024
New holding
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
21,740
shares
|
$5.23 Million
6.99% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
21,717
shares
|
$5.22 Million
2.2% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
21,703
shares
|
$5.22 Million
0.7% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
21,695
shares
|
$5.21 Million
0.28% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
21,681
shares
|
$5.21 Million
0.05% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
21,674
shares
|
$5.21 Million
2.35% of portfolio
|
Q4 2024
Reduced 18.26%
|