Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,236 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 $2.22 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,805
shares
|
$1.67 Million
0.98% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
6,805
shares
|
$1.67 Million
1.15% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
6,762
shares
|
$1.66 Million
1.4% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
6,760
shares
|
$1.66 Million
1.37% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bck Capital Management LP
Stamford, CT |
Feb 18, 2025 Q4 2024 |
6,758
shares
|
$1.66 Million
0.55% of portfolio
|
Q3 2024
Added 24.02%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
6,753
shares
|
$1.66 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
6,750
shares
|
$1.66 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,746
shares
|
$1.66 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
6,745
shares
|
$1.66 Million
0.61% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
6,740
shares
|
$1.66 Million
1.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
6,725
shares
|
$1.65 Million
0.59% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
6,723
shares
|
$1.65 Million
2.01% of portfolio
|
Q4 2023
Reduced 3.52%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,716
shares
|
$1.65 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
6,711
shares
|
$1.65 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
6,696
shares
|
$1.64 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
6,644
shares
|
$1.63 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,638
shares
|
$1.63 Million
0.9% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,637
shares
|
$1.63 Million
0.9% of portfolio
|
Q4 2024
Added 23.16%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,612
shares
|
$1.62 Million
3.66% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
6,583
shares
|
$1.62 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
6,573
shares
|
$1.61 Million
0.45% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
6,570
shares
|
$1.61 Million
1.08% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
6,542
shares
|
$1.61 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
6,537
shares
|
$1.61 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
6,527
shares
|
$1.6 Million
0.33% of portfolio
|
Q4 2024
New holding
|