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 |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
8,641
shares
|
$2.14 Million
0.63% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
8,641
shares
|
$2.14 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
8,641
shares
|
$2.14 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,621
shares
|
$2.13 Million
1.13% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,616
shares
|
$2.13 Million
0.46% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
8,611
shares
|
$2.13 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
8,604
shares
|
$2.13 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
8,598
shares
|
$2.12 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
8,597
shares
|
$2.12 Million
1.69% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,593
shares
|
$2.12 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
8,586
shares
|
$2.12 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
8,555
shares
|
$2.11 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
8,536
shares
|
$2.11 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
8,528
shares
|
$2.11 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,526
shares
|
$2.11 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
8,519
shares
|
$2.11 Million
2.01% of portfolio
|
Q3 2024
Reduced 63.61%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,518
shares
|
$2.1 Million
7.96% of portfolio
|
Q3 2024
Reduced 33.57%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,509
shares
|
$2.1 Million
1.74% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
8,506
shares
|
$2.1 Million
0.65% of portfolio
|
Q4 2024
Reduced 33.73%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
8,506
shares
|
$2.1 Million
2.5% of portfolio
|
Q4 2023
Added 0.69%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,504
shares
|
$2.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
8,486
shares
|
$2.1 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
8,485
shares
|
$2.1 Million
0.75% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
8,474
shares
|
$2.09 Million
1.31% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
8,458
shares
|
$2.09 Million
1.38% of portfolio
|
Q4 2024
Reduced 5.43%
|