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 |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
21,384
shares
|
$5.28 Million
1.11% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
21,352
shares
|
$5.27 Million
1.73% of portfolio
|
Q1 2024
Added 183.41%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
21,346
shares
|
$5.27 Million
5.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
21,339
shares
|
$5.27 Million
3.14% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
21,302
shares
|
$5.26 Million
3.02% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Neo Ivy Capital Management
New York, NY |
Feb 18, 2025 Q4 2024 |
21,297
shares
|
$5.26 Million
1.07% of portfolio
|
Q4 2024
Added 67.48%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,290
shares
|
$5.26 Million
2.37% of portfolio
|
Q2 2022
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
21,263
shares
|
$5.25 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
21,249
shares
|
$5.25 Million
2.24% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
21,247
shares
|
$5.25 Million
1.49% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
21,198
shares
|
$5.24 Million
1.41% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
21,194
shares
|
$5.24 Million
4.52% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
21,187
shares
|
$5.23 Million
1.09% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
21,167
shares
|
$5.23 Million
2.06% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
21,155
shares
|
$5.23 Million
4.27% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
21,122
shares
|
$5.22 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
21,111
shares
|
$5.22 Million
2.96% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
21,104
shares
|
$5.21 Million
1.21% of portfolio
|
Q4 2024
Added 62.94%
|
|
|
Accuvest Global Advisors
Provo, UT |
Jan 31, 2025 Q4 2024 |
21,104
shares
|
$5.21 Million
7.47% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
21,089
shares
|
$5.21 Million
1.03% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Mizuho Markets Cayman LP
|
Feb 11, 2025 Q4 2024 |
21,078
shares
|
$5.21 Million
12.06% of portfolio
|
Q4 2024
Added 120.87%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
21,068
shares
|
$5.2 Million
1.03% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
21,065
shares
|
$5.2 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,047
shares
|
$5.2 Million
4.85% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,016
shares
|
$5.19 Million
3.82% of portfolio
|
Q4 2024
Added 42.03%
|