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 |
|---|---|---|---|---|---|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
5,454
shares
|
$1.34 Million
0.53% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
5,450
shares
|
$1.34 Million
1.0% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
5,442
shares
|
$1.34 Million
0.5% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
5,441
shares
|
$1.34 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
5,440
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
5,437
shares
|
$1.34 Million
1.09% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
5,433
shares
|
$1.33 Million
1.1% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
5,422
shares
|
$1.33 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,420
shares
|
$1.33 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Feb 14, 2025 Q4 2024 |
5,420
shares
|
$1.33 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
5,404
shares
|
$1.33 Million
0.44% of portfolio
|
Q4 2024
Reduced 13.05%
|
|
|
Sirios Capital Management L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,372
shares
|
$1.32 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
5,369
shares
|
$1.32 Million
0.65% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
5,289
shares
|
$1.3 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
5,288
shares
|
$1.3 Million
0.54% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,279
shares
|
$1.3 Million
0.4% of portfolio
|
Q4 2023
Reduced 5.29%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
5,279
shares
|
$1.3 Million
0.9% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
5,245
shares
|
$1.29 Million
0.76% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
5,241
shares
|
$1.29 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
5,239
shares
|
$1.29 Million
0.76% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
5,237
shares
|
$1.29 Million
0.99% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Barnett & Company, Inc.
|
Feb 11, 2025 Q4 2024 |
5,234
shares
|
$1.29 Million
0.92% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
5,218
shares
|
$1.28 Million
0.79% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
5,213
shares
|
$1.28 Million
0.95% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
True Wealth Financial Partners
|
Feb 13, 2025 Q4 2024 |
5,210
shares
|
$1.28 Million
0.82% of portfolio
|
Q3 2023
Added 214.23%
|