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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,770
shares
|
$3.9 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
15,767
shares
|
$3.9 Million
2.7% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
15,763
shares
|
$3.89 Million
1.7% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
15,710
shares
|
$3.88 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
15,706
shares
|
$3.88 Million
3.09% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
15,696
shares
|
$3.88 Million
2.83% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
15,682
shares
|
$3.87 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
15,675
shares
|
$3.87 Million
1.66% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
15,667
shares
|
$3.87 Million
1.56% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
15,618
shares
|
$3.86 Million
1.25% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
15,608
shares
|
$3.86 Million
2.41% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
15,599
shares
|
$3.85 Million
0.44% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
15,582
shares
|
$3.85 Million
3.07% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
15,580
shares
|
$3.85 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
15,572
shares
|
$3.85 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
15,558
shares
|
$3.84 Million
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
15,551
shares
|
$3.84 Million
3.9% of portfolio
|
Q4 2024
New holding
|
|
|
Riverpark Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,537
shares
|
$3.84 Million
6.82% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
15,522
shares
|
$3.83 Million
2.18% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
15,508
shares
|
$3.83 Million
1.67% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,500
shares
|
$3.83 Million
2.27% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
15,459
shares
|
$3.82 Million
1.39% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
15,458
shares
|
$3.82 Million
4.06% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jan 17, 2025 Q4 2024 |
15,451
shares
|
$3.82 Million
2.61% of portfolio
|
Q4 2024
Reduced 29.81%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
15,450
shares
|
$3.82 Million
1.59% of portfolio
|
Q4 2024
Added 0.46%
|