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 |
|---|---|---|---|---|---|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
9,959
shares
|
$2.46 Million
1.67% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
9,959
shares
|
$2.46 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
9,939
shares
|
$2.46 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 11, 2025 Q4 2024 |
9,937
shares
|
$2.46 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
New Jersey Better Educational Savings Trust
|
Jan 31, 2025 Q4 2024 |
9,936
shares
|
$2.46 Million
4.78% of portfolio
|
Q2 2024
Reduced 56.66%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
9,905
shares
|
$2.45 Million
1.58% of portfolio
|
Q4 2024
Added 72.23%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
9,859
shares
|
$2.44 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
9,843
shares
|
$2.43 Million
0.18% of portfolio
|
Q4 2024
Reduced 77.73%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
9,843
shares
|
$2.43 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
9,835
shares
|
$2.43 Million
0.59% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
9,832
shares
|
$2.43 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,826
shares
|
$2.43 Million
1.57% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,791
shares
|
$2.42 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
9,779
shares
|
$2.42 Million
1.31% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
9,773
shares
|
$2.41 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
9,768
shares
|
$2.41 Million
2.25% of portfolio
|
Q4 2024
Reduced 35.9%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
9,750
shares
|
$2.41 Million
0.84% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
9,741
shares
|
$2.41 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
9,740
shares
|
$2.41 Million
1.93% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
9,739
shares
|
$2.41 Million
1.81% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,731
shares
|
$2.4 Million
0.34% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
9,716
shares
|
$2.4 Million
0.38% of portfolio
|
Q4 2024
Reduced 46.75%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
9,712
shares
|
$2.4 Million
2.71% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Feb 10, 2025 Q4 2024 |
9,707
shares
|
$2.4 Million
2.35% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
9,692
shares
|
$2.39 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.33%
|