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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
4,862
shares
|
$1.19 Million
0.96% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
4,840
shares
|
$1.19 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
4,832
shares
|
$1.19 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,821
shares
|
$1.18 Million
0.29% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Green Alpha Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,815
shares
|
$1.18 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
4,809
shares
|
$1.18 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
4,800
shares
|
$1.18 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Reaves W H & CO Inc
|
Feb 06, 2025 Q4 2024 |
4,800
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
4,800
shares
|
$1.18 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,781
shares
|
$1.17 Million
0.65% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
4,779
shares
|
$1.17 Million
0.81% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
4,773
shares
|
$1.17 Million
0.59% of portfolio
|
Q2 2024
Reduced 19.96%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
4,761
shares
|
$1.17 Million
0.63% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
4,760
shares
|
$1.17 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
4,745
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
4,735
shares
|
$1.16 Million
0.91% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
4,734
shares
|
$1.16 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
4,731
shares
|
$1.16 Million
0.64% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
4,719
shares
|
$1.16 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
4,707
shares
|
$1.16 Million
0.54% of portfolio
|
Q2 2024
Reduced 27.11%
|
|
|
Gruss & Co., LLC
|
Feb 06, 2025 Q4 2024 |
4,700
shares
|
$1.15 Million
5.02% of portfolio
|
Q4 2024
Added 27.03%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
4,696
shares
|
$1.15 Million
0.41% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
4,688
shares
|
$1.15 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
4,674
shares
|
$1.15 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
4,673
shares
|
$1.15 Million
0.5% of portfolio
|
Q3 2024
Added 16.3%
|