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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
15,438
shares
|
$3.81 Million
1.4% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
15,429
shares
|
$3.81 Million
1.35% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
15,427
shares
|
$3.81 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
15,426
shares
|
$3.81 Million
1.6% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
15,417
shares
|
$3.81 Million
0.96% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
15,413
shares
|
$3.81 Million
2.2% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,396
shares
|
$3.8 Million
1.48% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
15,381
shares
|
$3.8 Million
1.62% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
15,379
shares
|
$3.8 Million
1.89% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
15,363
shares
|
$3.8 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
15,329
shares
|
$3.79 Million
2.4% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
15,319
shares
|
$3.78 Million
0.53% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
15,315
shares
|
$3.78 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
15,305
shares
|
$3.78 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
15,302
shares
|
$3.78 Million
1.69% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
15,286
shares
|
$3.78 Million
0.84% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
15,282
shares
|
$3.78 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
15,277
shares
|
$3.77 Million
2.54% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
15,248
shares
|
$3.77 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
15,246
shares
|
$3.77 Million
2.98% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
15,225
shares
|
$3.76 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
15,203
shares
|
$3.76 Million
2.06% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
15,203
shares
|
$3.76 Million
2.14% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
15,190
shares
|
$3.75 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
15,189
shares
|
$3.75 Million
1.37% of portfolio
|
Q2 2024
Added 17.46%
|