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 |
|---|---|---|---|---|---|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
13,773
shares
|
$3.4 Million
0.08% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
13,762
shares
|
$3.4 Million
1.41% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
13,757
shares
|
$3.4 Million
2.19% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
13,754
shares
|
$3.4 Million
1.53% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
13,709
shares
|
$3.39 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
13,702
shares
|
$3.39 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
13,693
shares
|
$3.38 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
13,690
shares
|
$3.38 Million
0.98% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,662
shares
|
$3.38 Million
0.03% of portfolio
|
Q4 2024
Reduced 38.71%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
13,633
shares
|
$3.37 Million
2.01% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
X Square Capital, LLC
|
Feb 12, 2025 Q4 2024 |
13,633
shares
|
$3.37 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
13,627
shares
|
$3.37 Million
1.29% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
13,623
shares
|
$3.37 Million
5.45% of portfolio
|
Q3 2024
Reduced 46.14%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
13,621
shares
|
$3.37 Million
3.03% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Carmignac Gestion
Paris, I0 |
Feb 13, 2025 Q4 2024 |
13,614
shares
|
$3.36 Million
0.06% of portfolio
|
Q4 2024
Added 126.9%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
13,603
shares
|
$3.36 Million
3.37% of portfolio
|
Q4 2024
Added 36.92%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
13,574
shares
|
$3.35 Million
2.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
13,561
shares
|
$3.35 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
13,548
shares
|
$3.35 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,527
shares
|
$3.34 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
13,496
shares
|
$3.33 Million
1.14% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
13,484
shares
|
$3.33 Million
3.45% of portfolio
|
Q4 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
13,459
shares
|
$3.33 Million
3.76% of portfolio
|
Q4 2024
New holding
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
13,395
shares
|
$3.31 Million
0.69% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
13,395
shares
|
$3.31 Million
0.63% of portfolio
|
Q4 2024
Added 8.19%
|