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 |
|---|---|---|---|---|---|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
7,475
shares
|
$1.85 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
7,466
shares
|
$1.84 Million
0.94% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,466
shares
|
$1.84 Million
19.79% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
7,436
shares
|
$1.84 Million
1.47% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
7,432
shares
|
$1.84 Million
0.7% of portfolio
|
Q4 2024
Added 27.52%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
7,430
shares
|
$1.84 Million
4.1% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
7,423
shares
|
$1.83 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,415
shares
|
$1.83 Million
1.85% of portfolio
|
Q1 2024
Added 5.25%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
7,393
shares
|
$1.83 Million
0.98% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
7,388
shares
|
$1.83 Million
0.32% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
7,386
shares
|
$1.83 Million
0.55% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,350
shares
|
$1.82 Million
1.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
7,349
shares
|
$1.82 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
7,333
shares
|
$1.81 Million
0.64% of portfolio
|
Q4 2024
Reduced 29.61%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
7,332
shares
|
$1.81 Million
1.96% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
7,299
shares
|
$1.8 Million
1.81% of portfolio
|
Q4 2023
New holding
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
7,291
shares
|
$1.8 Million
0.72% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Feb 13, 2025 Q4 2024 |
7,287
shares
|
$1.8 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
7,260
shares
|
$1.79 Million
0.79% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Feb 03, 2025 Q4 2024 |
7,252
shares
|
$1.79 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
7,251
shares
|
$1.79 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
7,248
shares
|
$1.79 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,214
shares
|
$1.78 Million
0.88% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
7,208
shares
|
$1.78 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
7,196
shares
|
$1.78 Million
0.71% of portfolio
|
Q4 2024
Added 0.01%
|