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 |
|---|---|---|---|---|---|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
6,504
shares
|
$1.6 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
6,502
shares
|
$1.6 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
6,496
shares
|
$1.6 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
6,492
shares
|
$1.59 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
6,491
shares
|
$1.59 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,481
shares
|
$1.59 Million
0.8% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
6,473
shares
|
$1.59 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
6,473
shares
|
$1.59 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
6,469
shares
|
$1.59 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
6,465
shares
|
$1.59 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
6,462
shares
|
$1.59 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
6,455
shares
|
$1.59 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
6,441
shares
|
$1.58 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
6,433
shares
|
$1.58 Million
0.33% of portfolio
|
Q4 2022
Added 2.05%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
6,416
shares
|
$1.58 Million
0.17% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
6,407
shares
|
$1.57 Million
0.39% of portfolio
|
Q4 2024
Reduced 80.14%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$1.57 Million
0.46% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
6,401
shares
|
$1.57 Million
0.3% of portfolio
|
Q2 2024
Added 22.23%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
6,390
shares
|
$1.57 Million
11.9% of portfolio
|
Q4 2022
Reduced 92.94%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
6,371
shares
|
$1.56 Million
0.7% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
6,371
shares
|
$1.56 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,368
shares
|
$1.56 Million
1.16% of portfolio
|
Q2 2022
Reduced 13.57%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
6,357
shares
|
$1.56 Million
1.36% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
6,349
shares
|
$1.56 Million
1.0% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,344
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|