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 |
|---|---|---|---|---|---|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
5,046
shares
|
$1.24 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
5,045
shares
|
$1.24 Million
0.89% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
5,037
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
5,002
shares
|
$1.23 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
5,002
shares
|
$1.23 Million
1.16% of portfolio
|
Q4 2023
Added 17.75%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2024
Reduced 99.11%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
4,996
shares
|
$1.23 Million
0.94% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Lane Generational LLC
|
Feb 07, 2025 Q4 2024 |
4,987
shares
|
$1.22 Million
1.3% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
4,985
shares
|
$1.22 Million
0.39% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
4,983
shares
|
$1.22 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
4,972
shares
|
$1.22 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
4,970
shares
|
$1.22 Million
0.59% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
4,951
shares
|
$1.22 Million
0.47% of portfolio
|
Q4 2024
Reduced 58.67%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
4,928
shares
|
$1.21 Million
0.73% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
4,928
shares
|
$1.21 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
4,928
shares
|
$1.21 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
4,919
shares
|
$1.21 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
4,910
shares
|
$1.21 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
4,904
shares
|
$1.2 Million
0.33% of portfolio
|
Q1 2023
Added 2.59%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
4,902
shares
|
$1.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
4,886
shares
|
$1.2 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
4,877
shares
|
$1.2 Million
0.56% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
4,876
shares
|
$1.2 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
4,874
shares
|
$1.2 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Partners, LLC
|
Feb 12, 2025 Q4 2024 |
4,870
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 23.45%
|