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 |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
5,659
shares
|
$1.39 Million
0.6% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
5,648
shares
|
$1.39 Million
1.04% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
5,644
shares
|
$1.39 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,615
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
5,611
shares
|
$1.38 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Feb 14, 2025 Q4 2024 |
5,600
shares
|
$1.38 Million
0.15% of portfolio
|
Q4 2024
Added 36.59%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,596
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
5,587
shares
|
$1.37 Million
1.12% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
5,579
shares
|
$1.37 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
5,563
shares
|
$1.37 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
5,555
shares
|
$1.36 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,552
shares
|
$1.36 Million
0.73% of portfolio
|
Q2 2023
Reduced 7.45%
|
|
|
First Washington Corp
Seattle, WA |
Feb 13, 2025 Q4 2024 |
5,550
shares
|
$1.36 Million
0.53% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
5,545
shares
|
$1.36 Million
1.43% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Pacifica Capital Investments, LLC
|
Feb 11, 2025 Q4 2024 |
5,540
shares
|
$1.36 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
5,540
shares
|
$1.36 Million
0.66% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,531
shares
|
$1.36 Million
0.81% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
5,528
shares
|
$1.36 Million
0.56% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
5,526
shares
|
$1.36 Million
1.51% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Ninepoint Partners LP
|
Feb 10, 2025 Q4 2024 |
5,511
shares
|
$1.35 Million
0.27% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,500
shares
|
$1.35 Million
1.03% of portfolio
|
Q2 2023
Added 4.96%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
5,489
shares
|
$1.35 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
5,472
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
5,470
shares
|
$1.34 Million
1.08% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
5,467
shares
|
$1.34 Million
0.2% of portfolio
|
Q4 2024
Added 7.87%
|