Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,240 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 $2.24 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
14,952
shares
|
$3.69 Million
0.46% of portfolio
|
Q4 2024
Reduced 37.17%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
14,927
shares
|
$3.69 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
14,922
shares
|
$3.69 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
14,920
shares
|
$3.69 Million
1.0% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
14,916
shares
|
$3.68 Million
1.35% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
14,908
shares
|
$3.68 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
14,907
shares
|
$3.68 Million
0.12% of portfolio
|
Q4 2024
Reduced 96.34%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
14,900
shares
|
$3.68 Million
1.21% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
14,891
shares
|
$3.68 Million
1.78% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,890
shares
|
$3.68 Million
2.03% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
14,862
shares
|
$3.67 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Agp Franklin, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
14,849
shares
|
$3.67 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
14,847
shares
|
$3.67 Million
2.68% of portfolio
|
Q4 2024
Reduced 19.85%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
14,815
shares
|
$3.66 Million
6.89% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
14,801
shares
|
$3.66 Million
1.97% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
14,798
shares
|
$3.66 Million
1.26% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
14,767
shares
|
$3.65 Million
1.93% of portfolio
|
Q4 2023
Added 4.0%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
14,762
shares
|
$3.65 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
14,742
shares
|
$3.64 Million
1.77% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
14,735
shares
|
$3.64 Million
1.99% of portfolio
|
Q4 2024
Added 40.8%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
14,732
shares
|
$3.64 Million
2.48% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
14,712
shares
|
$3.63 Million
2.06% of portfolio
|
Q4 2024
Reduced 26.93%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
14,692
shares
|
$3.63 Million
3.19% of portfolio
|
Q4 2024
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
14,647
shares
|
$3.62 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
14,647
shares
|
$3.62 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.09%
|