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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
14,348
shares
|
$3.55 Million
1.53% of portfolio
|
Q4 2024
Reduced 22.96%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,337
shares
|
$3.54 Million
0.71% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
14,308
shares
|
$3.54 Million
1.46% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
14,306
shares
|
$3.54 Million
1.35% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
14,303
shares
|
$3.53 Million
2.92% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Orion Investment CO
St. Louis, MO |
Feb 12, 2025 Q4 2024 |
14,293
shares
|
$3.53 Million
1.43% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
14,278
shares
|
$3.53 Million
1.37% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
14,272
shares
|
$3.53 Million
3.64% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
14,248
shares
|
$3.52 Million
0.47% of portfolio
|
Q4 2023
Added 19.3%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
14,239
shares
|
$3.52 Million
0.88% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
14,225
shares
|
$3.51 Million
1.21% of portfolio
|
Q4 2024
Added 47.44%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
14,190
shares
|
$3.51 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
14,187
shares
|
$3.51 Million
3.48% of portfolio
|
Q4 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
14,166
shares
|
$3.5 Million
2.85% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
14,158
shares
|
$3.5 Million
2.82% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
14,158
shares
|
$3.5 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
14,144
shares
|
$3.49 Million
0.66% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
14,129
shares
|
$3.49 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
14,125
shares
|
$3.49 Million
2.62% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
14,122
shares
|
$3.49 Million
3.21% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
14,089
shares
|
$3.48 Million
1.75% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
14,087
shares
|
$3.48 Million
3.64% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
14,079
shares
|
$3.48 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
14,074
shares
|
$3.48 Million
2.82% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
14,065
shares
|
$3.48 Million
0.65% of portfolio
|
Q4 2024
Added 14.99%
|