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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
7,970
shares
|
$1.97 Million
1.32% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
7,968
shares
|
$1.97 Million
1.1% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Feb 14, 2025 Q4 2024 |
7,966
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
7,961
shares
|
$1.97 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
7,944
shares
|
$1.96 Million
1.31% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,938
shares
|
$1.96 Million
0.05% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Gunderson Capital Management Inc.
|
Jan 13, 2025 Q4 2024 |
7,931
shares
|
$1.96 Million
1.08% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
7,912
shares
|
$1.96 Million
0.92% of portfolio
|
Q4 2024
Added 66.25%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
7,902
shares
|
$1.95 Million
1.39% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jan 08, 2025 Q4 2024 |
7,897
shares
|
$1.95 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
7,895
shares
|
$1.95 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
7,885
shares
|
$1.95 Million
1.38% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,882
shares
|
$1.95 Million
1.29% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
7,871
shares
|
$1.94 Million
1.41% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
7,854
shares
|
$1.94 Million
1.32% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
7,846
shares
|
$1.94 Million
2.57% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
7,846
shares
|
$1.94 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Feb 05, 2025 Q4 2024 |
7,840
shares
|
$1.94 Million
1.25% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
7,832
shares
|
$1.94 Million
1.45% of portfolio
|
Q2 2024
New holding
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
7,831
shares
|
$1.94 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
7,827
shares
|
$1.93 Million
0.67% of portfolio
|
Q1 2022
Reduced 0.57%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
7,827
shares
|
$1.93 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
7,821
shares
|
$1.93 Million
0.93% of portfolio
|
Q4 2024
Reduced 18.84%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
7,788
shares
|
$1.92 Million
0.85% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
7,778
shares
|
$1.92 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.52%
|