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 |
---|---|---|---|---|---|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
7,194
shares
|
$1.78 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,190
shares
|
$1.78 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
7,181
shares
|
$1.77 Million
0.02% of portfolio
|
Q4 2024
Reduced 80.98%
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,177
shares
|
$1.77 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
7,172
shares
|
$1.77 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
7,166
shares
|
$1.77 Million
0.91% of portfolio
|
Q4 2024
Added 0.72%
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
7,165
shares
|
$1.77 Million
1.04% of portfolio
|
Q4 2024
Added 1.92%
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
7,152
shares
|
$1.77 Million
0.53% of portfolio
|
Q4 2024
Added 9.93%
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
7,132
shares
|
$1.76 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,112
shares
|
$1.76 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
7,111
shares
|
$1.76 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
7,109
shares
|
$1.76 Million
0.69% of portfolio
|
Q4 2024
Added 14.13%
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
7,107
shares
|
$1.76 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jan 16, 2025 Q4 2024 |
7,100
shares
|
$1.75 Million
0.66% of portfolio
|
Q3 2023
Added 0.14%
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
7,094
shares
|
$1.75 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
7,080
shares
|
$1.75 Million
0.65% of portfolio
|
Q4 2024
Added 10.26%
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
7,074
shares
|
$1.75 Million
1.19% of portfolio
|
Q4 2024
Added 1.58%
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
7,074
shares
|
$1.75 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
7,067
shares
|
$1.75 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
7,064
shares
|
$1.75 Million
3.75% of portfolio
|
Q4 2024
Added 0.23%
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
7,061
shares
|
$1.74 Million
0.95% of portfolio
|
Q4 2024
Added 4.22%
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
7,048
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2024
Added 11.2%
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
7,048
shares
|
$1.74 Million
0.1% of portfolio
|
Q4 2024
Added 1.66%
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
7,047
shares
|
$1.74 Million
0.54% of portfolio
|
Q4 2024
Added 0.03%
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
7,035
shares
|
$1.74 Million
2.08% of portfolio
|
Q4 2024
Reduced 5.2%
|