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 |
|---|---|---|---|---|---|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
11,287
shares
|
$2.79 Million
0.93% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,256
shares
|
$2.78 Million
1.93% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
11,253
shares
|
$2.78 Million
0.64% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
11,250
shares
|
$2.78 Million
1.24% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
11,248
shares
|
$2.78 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,245
shares
|
$2.78 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.97%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
11,238
shares
|
$2.78 Million
1.51% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
11,222
shares
|
$2.77 Million
0.25% of portfolio
|
Q3 2022
Reduced 20.04%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
11,221
shares
|
$2.77 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
11,214
shares
|
$2.77 Million
2.76% of portfolio
|
Q4 2024
New holding
|
|
|
Fidato Wealth LLC
|
Feb 14, 2025 Q4 2024 |
11,195
shares
|
$2.77 Million
2.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
11,193
shares
|
$2.77 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
11,185
shares
|
$2.76 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
11,179
shares
|
$2.76 Million
0.21% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
11,169
shares
|
$2.76 Million
0.52% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
11,169
shares
|
$2.76 Million
1.88% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
11,149
shares
|
$2.75 Million
1.22% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,111
shares
|
$2.75 Million
0.01% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
11,110
shares
|
$2.75 Million
0.96% of portfolio
|
Q4 2024
Added 117.42%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
11,096
shares
|
$2.74 Million
1.09% of portfolio
|
Q4 2024
Reduced 27.0%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
11,088
shares
|
$2.74 Million
2.39% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
11,087
shares
|
$2.74 Million
0.83% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
11,087
shares
|
$2.74 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
11,075
shares
|
$2.74 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
11,046
shares
|
$2.73 Million
2.62% of portfolio
|
Q4 2024
New holding
|