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 |
|---|---|---|---|---|---|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
21,000
shares
|
$5.19 Million
0.86% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
20,994
shares
|
$5.19 Million
1.52% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
20,953
shares
|
$5.18 Million
6.26% of portfolio
|
Q3 2023
Reduced 16.86%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
20,927
shares
|
$5.17 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
20,924
shares
|
$5.17 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
20,924
shares
|
$5.17 Million
2.73% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
20,915
shares
|
$5.17 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
20,908
shares
|
$5.17 Million
9.13% of portfolio
|
Q4 2024
New holding
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
20,898
shares
|
$5.16 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
20,884
shares
|
$5.16 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
20,883
shares
|
$5.16 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
20,870
shares
|
$5.16 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
20,864
shares
|
$5.15 Million
0.82% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
20,843
shares
|
$5.15 Million
0.57% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
20,832
shares
|
$5.15 Million
1.31% of portfolio
|
Q4 2024
Reduced 32.26%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
20,808
shares
|
$5.14 Million
2.49% of portfolio
|
Q4 2024
Added 36.18%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
20,801
shares
|
$5.14 Million
1.68% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
20,800
shares
|
$5.14 Million
3.84% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
20,772
shares
|
$5.13 Million
0.65% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
20,762
shares
|
$5.13 Million
2.77% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
20,761
shares
|
$5.13 Million
4.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
20,746
shares
|
$5.13 Million
3.11% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
20,728
shares
|
$5.12 Million
3.35% of portfolio
|
Q4 2022
Added 338.41%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
20,722
shares
|
$5.12 Million
0.57% of portfolio
|
Q4 2022
Reduced 2.0%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
20,722
shares
|
$5.12 Million
0.57% of portfolio
|
Q4 2022
New holding
|