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 |
|---|---|---|---|---|---|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,074
shares
|
$1.49 Million
0.46% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
6,071
shares
|
$1.49 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
6,041
shares
|
$1.48 Million
0.84% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,035
shares
|
$1.48 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
6,022
shares
|
$1.48 Million
0.48% of portfolio
|
Q4 2024
Added 57.44%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,009
shares
|
$1.48 Million
1.86% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
6,005
shares
|
$1.47 Million
3.7% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$1.47 Million
1.01% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
5,991
shares
|
$1.47 Million
1.25% of portfolio
|
Q3 2024
Added 32.22%
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
5,974
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
5,960
shares
|
$1.46 Million
0.37% of portfolio
|
Q4 2024
Reduced 30.86%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
5,957
shares
|
$1.46 Million
2.41% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Colrain Capital LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
5,948
shares
|
$1.46 Million
1.5% of portfolio
|
Q4 2024
Reduced 62.94%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
5,947
shares
|
$1.46 Million
0.97% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,936
shares
|
$1.46 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
5,936
shares
|
$1.46 Million
1.88% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,928
shares
|
$1.46 Million
0.48% of portfolio
|
Q1 2024
Reduced 36.51%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
5,927
shares
|
$1.46 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,920
shares
|
$1.45 Million
1.25% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
5,889
shares
|
$1.45 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,888
shares
|
$1.45 Million
1.94% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Game Creek Capital, LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,875
shares
|
$1.44 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,857
shares
|
$1.44 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
5,848
shares
|
$1.44 Million
0.47% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
5,846
shares
|
$1.44 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.71%
|