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 |
|---|---|---|---|---|---|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
8,446
shares
|
$2.09 Million
0.7% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
8,443
shares
|
$2.09 Million
0.75% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
8,436
shares
|
$2.08 Million
0.4% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
8,421
shares
|
$2.08 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
8,388
shares
|
$2.07 Million
4.77% of portfolio
|
Q4 2024
Added 144.75%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
8,376
shares
|
$2.07 Million
1.83% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
8,367
shares
|
$2.07 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Feb 10, 2025 Q4 2024 |
8,363
shares
|
$2.07 Million
2.44% of portfolio
|
Q2 2024
New holding
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
8,347
shares
|
$2.06 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.4%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
8,339
shares
|
$2.06 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
8,334
shares
|
$2.06 Million
0.72% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
8,333
shares
|
$2.06 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
8,326
shares
|
$2.06 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,313
shares
|
$2.05 Million
1.47% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
8,308
shares
|
$2.05 Million
0.27% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
8,298
shares
|
$2.05 Million
0.34% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
8,296
shares
|
$2.05 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
8,291
shares
|
$2.05 Million
0.97% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
8,274
shares
|
$2.04 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,267
shares
|
$2.04 Million
0.17% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
8,256
shares
|
$2.04 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
8,241
shares
|
$2.04 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,240
shares
|
$2.04 Million
1.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
8,208
shares
|
$2.03 Million
1.73% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
8,195
shares
|
$2.02 Million
1.12% of portfolio
|
Q4 2024
Added 2.54%
|