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 |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
14,056
shares
|
$3.47 Million
1.08% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
14,052
shares
|
$3.47 Million
1.17% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
14,038
shares
|
$3.47 Million
0.99% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
14,002
shares
|
$3.46 Million
2.89% of portfolio
|
Q4 2024
Added 54.21%
|
|
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$3.46 Million
5.02% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
13,990
shares
|
$3.46 Million
1.07% of portfolio
|
Q4 2024
Added 26.88%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
13,984
shares
|
$3.46 Million
1.76% of portfolio
|
Q4 2022
Added 27.49%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
13,983
shares
|
$3.46 Million
1.17% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,966
shares
|
$3.45 Million
1.92% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Fortune 45 LLC
|
Feb 13, 2025 Q4 2024 |
13,955
shares
|
$3.45 Million
2.29% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
13,936
shares
|
$3.44 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
13,933
shares
|
$3.44 Million
0.97% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
13,910
shares
|
$3.44 Million
1.76% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
13,883
shares
|
$3.43 Million
0.95% of portfolio
|
Q4 2022
Reduced 6.71%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
13,871
shares
|
$3.43 Million
1.2% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
13,865
shares
|
$3.43 Million
0.07% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
13,834
shares
|
$3.42 Million
3.92% of portfolio
|
Q4 2024
New holding
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
13,832
shares
|
$3.42 Million
2.12% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
13,830
shares
|
$3.42 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
13,824
shares
|
$3.42 Million
2.19% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
13,823
shares
|
$3.42 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,815
shares
|
$3.41 Million
3.72% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
13,807
shares
|
$3.41 Million
1.15% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
13,801
shares
|
$3.41 Million
6.72% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,783
shares
|
$3.41 Million
3.77% of portfolio
|
Q3 2023
Added 14.16%
|