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 |
|---|---|---|---|---|---|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
11,040
shares
|
$2.73 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,035
shares
|
$2.73 Million
3.73% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,010
shares
|
$2.72 Million
2.65% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
11,000
shares
|
$2.72 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,973
shares
|
$2.71 Million
1.79% of portfolio
|
Q4 2024
Reduced 36.34%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
10,973
shares
|
$2.71 Million
1.97% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
10,969
shares
|
$2.71 Million
1.24% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
10,961
shares
|
$2.71 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10,944
shares
|
$2.7 Million
1.61% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
10,917
shares
|
$2.7 Million
1.33% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
10,910
shares
|
$2.7 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
10,900
shares
|
$2.69 Million
2.54% of portfolio
|
Q4 2022
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
10,893
shares
|
$2.69 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
10,890
shares
|
$2.69 Million
1.02% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
10,877
shares
|
$2.69 Million
1.08% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
10,861
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
10,853
shares
|
$2.68 Million
1.52% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
10,847
shares
|
$2.68 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
10,819
shares
|
$2.67 Million
1.16% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
10,797
shares
|
$2.67 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
10,787
shares
|
$2.67 Million
0.59% of portfolio
|
Q2 2022
Reduced 86.64%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
10,785
shares
|
$2.66 Million
0.63% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
10,765
shares
|
$2.66 Million
1.07% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
10,765
shares
|
$2.66 Million
1.03% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,759
shares
|
$2.66 Million
1.79% of portfolio
|
Q4 2024
Added 44.92%
|