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 |
|---|---|---|---|---|---|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
21,658
shares
|
$5.35 Million
2.24% of portfolio
|
Q4 2024
Added 99.01%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
21,647
shares
|
$5.35 Million
4.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
21,618
shares
|
$5.34 Million
3.46% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
21,617
shares
|
$5.34 Million
2.31% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
21,599
shares
|
$5.34 Million
0.63% of portfolio
|
Q4 2024
Added 21.42%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
21,594
shares
|
$5.33 Million
0.9% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
21,593
shares
|
$5.33 Million
0.44% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
21,556
shares
|
$5.33 Million
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
21,555
shares
|
$5.32 Million
3.86% of portfolio
|
Q4 2024
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
21,551
shares
|
$5.32 Million
5.13% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
21,550
shares
|
$5.32 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
21,548
shares
|
$5.32 Million
3.48% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
21,548
shares
|
$5.32 Million
1.78% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
21,518
shares
|
$5.32 Million
0.85% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
21,500
shares
|
$5.31 Million
0.68% of portfolio
|
Q4 2024
Added 923.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
21,481
shares
|
$5.31 Million
2.01% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Sycomore Asset Management
|
Jan 29, 2025 Q4 2024 |
21,479
shares
|
$5.31 Million
0.7% of portfolio
|
Q4 2024
Added 74.68%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
21,463
shares
|
$5.3 Million
5.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
21,450
shares
|
$5.3 Million
1.59% of portfolio
|
Q4 2024
Added 84.15%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
21,444
shares
|
$5.3 Million
1.1% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
21,426
shares
|
$5.29 Million
5.11% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
21,413
shares
|
$5.29 Million
3.91% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
21,406
shares
|
$5.29 Million
1.24% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
21,398
shares
|
$5.29 Million
5.46% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
21,396
shares
|
$5.29 Million
1.76% of portfolio
|
Q4 2024
Added 10.59%
|