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 |
|---|---|---|---|---|---|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
13,388
shares
|
$3.31 Million
1.19% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
13,375
shares
|
$3.3 Million
1.67% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
13,365
shares
|
$3.3 Million
2.22% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
13,359
shares
|
$3.3 Million
4.47% of portfolio
|
Q4 2024
Reduced 93.07%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
13,356
shares
|
$3.3 Million
1.15% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
13,325
shares
|
$3.29 Million
1.47% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,289
shares
|
$3.28 Million
1.28% of portfolio
|
Q3 2022
Added 5.26%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
13,265
shares
|
$3.28 Million
1.51% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,222
shares
|
$3.27 Million
2.22% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
13,213
shares
|
$3.26 Million
1.25% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
13,212
shares
|
$3.26 Million
4.42% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
13,198
shares
|
$3.26 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
13,193
shares
|
$3.26 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
13,171
shares
|
$3.25 Million
2.97% of portfolio
|
Q4 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,169
shares
|
$3.25 Million
1.29% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
13,157
shares
|
$3.25 Million
2.32% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
13,144
shares
|
$3.25 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Diker Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,142
shares
|
$3.25 Million
3.12% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Feb 13, 2025 Q4 2024 |
13,100
shares
|
$3.24 Million
2.15% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
13,083
shares
|
$3.23 Million
0.44% of portfolio
|
Q4 2024
Added 44.29%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
13,080
shares
|
$3.23 Million
3.99% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
13,057
shares
|
$3.23 Million
0.54% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
13,044
shares
|
$3.22 Million
3.24% of portfolio
|
Q4 2024
New holding
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
13,040
shares
|
$3.22 Million
0.8% of portfolio
|
Q4 2024
Added 63.04%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
13,040
shares
|
$3.22 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.67%
|