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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
14,625
shares
|
$3.61 Million
3.22% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,596
shares
|
$3.61 Million
2.08% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
14,595
shares
|
$3.61 Million
1.87% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
14,589
shares
|
$3.6 Million
3.13% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
14,573
shares
|
$3.6 Million
0.8% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,573
shares
|
$3.6 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
14,567
shares
|
$3.6 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
14,562
shares
|
$3.6 Million
2.21% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,556
shares
|
$3.6 Million
1.25% of portfolio
|
Q4 2024
Added 134.25%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
14,551
shares
|
$3.6 Million
3.32% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
14,542
shares
|
$3.59 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Edentree Asset Management LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
14,538
shares
|
$3.59 Million
1.06% of portfolio
|
Q1 2024
Reduced 19.18%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
14,527
shares
|
$3.59 Million
3.13% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
14,520
shares
|
$3.59 Million
2.69% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
14,520
shares
|
$3.59 Million
1.84% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
14,514
shares
|
$3.59 Million
1.55% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
14,502
shares
|
$3.58 Million
1.69% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
14,497
shares
|
$3.58 Million
1.03% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
14,476
shares
|
$3.58 Million
1.06% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
14,470
shares
|
$3.58 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
14,458
shares
|
$3.57 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
14,451
shares
|
$3.57 Million
0.99% of portfolio
|
Q4 2024
Added 47.01%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jan 13, 2025 Q4 2024 |
14,414
shares
|
$3.56 Million
2.63% of portfolio
|
Q4 2024
Reduced 35.55%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
14,399
shares
|
$3.56 Million
3.18% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Compass Capital Management, Inc
|
Jan 24, 2025 Q4 2024 |
14,396
shares
|
$3.56 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.87%
|