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 |
|---|---|---|---|---|---|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,187
shares
|
$2.02 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
8,173
shares
|
$2.02 Million
0.05% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,173
shares
|
$2.02 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
8,170
shares
|
$2.02 Million
0.88% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
8,169
shares
|
$2.02 Million
1.55% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
8,167
shares
|
$2.02 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
8,156
shares
|
$2.02 Million
1.43% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
8,155
shares
|
$2.02 Million
0.73% of portfolio
|
Q4 2024
Added 39.4%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Feb 14, 2025 Q4 2024 |
8,139
shares
|
$2.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
8,128
shares
|
$2.01 Million
1.6% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
8,128
shares
|
$2.01 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,120
shares
|
$2.01 Million
2.51% of portfolio
|
Q3 2024
Added 293.98%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
8,103
shares
|
$2 Million
1.53% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
8,096
shares
|
$2 Million
1.1% of portfolio
|
Q1 2024
Reduced 22.95%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
8,077
shares
|
$2 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
8,061
shares
|
$1.99 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
8,049
shares
|
$1.99 Million
1.82% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
8,035
shares
|
$1.99 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
8,010
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
8,008
shares
|
$1.98 Million
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
8,000
shares
|
$1.98 Million
1.13% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
7,985
shares
|
$1.97 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
7,984
shares
|
$1.97 Million
1.39% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
7,982
shares
|
$1.97 Million
1.41% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
7,975
shares
|
$1.97 Million
1.55% of portfolio
|
Q4 2024
New holding
|