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 |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
15,168
shares
|
$3.75 Million
5.12% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
15,154
shares
|
$3.74 Million
4.27% of portfolio
|
Q3 2023
Reduced 6.88%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
15,151
shares
|
$3.74 Million
1.89% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
15,147
shares
|
$3.74 Million
1.79% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
15,145
shares
|
$3.74 Million
2.22% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
15,143
shares
|
$3.74 Million
2.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
15,114
shares
|
$3.73 Million
1.4% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
15,114
shares
|
$3.73 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
15,090
shares
|
$3.73 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
15,085
shares
|
$3.73 Million
2.93% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,080
shares
|
$3.73 Million
1.87% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
15,063
shares
|
$3.72 Million
2.76% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
15,058
shares
|
$3.72 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
15,040
shares
|
$3.72 Million
2.23% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
15,035
shares
|
$3.71 Million
1.17% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
15,006
shares
|
$3.71 Million
0.4% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
15,006
shares
|
$3.71 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
15,001
shares
|
$3.71 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
Miura Global Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$3.71 Million
4.4% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
Feb 13, 2025 Q4 2024 |
15,000
shares
|
$3.71 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
14,994
shares
|
$3.7 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
14,968
shares
|
$3.7 Million
1.57% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,964
shares
|
$3.7 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
14,962
shares
|
$3.7 Million
1.88% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
14,954
shares
|
$3.69 Million
4.81% of portfolio
|
Q4 2024
Reduced 10.54%
|