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 |
|---|---|---|---|---|---|
|
Perkins Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
4,650
shares
|
$1.14 Million
1.12% of portfolio
|
Q2 2022
Reduced 6.06%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
4,648
shares
|
$1.14 Million
0.76% of portfolio
|
Q4 2024
Added 704.15%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
4,648
shares
|
$1.14 Million
0.77% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
4,645
shares
|
$1.14 Million
0.42% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
4,638
shares
|
$1.14 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
4,626
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
4,617
shares
|
$1.13 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
4,612
shares
|
$1.13 Million
0.76% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
4,607
shares
|
$1.13 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
4,606
shares
|
$1.13 Million
0.87% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
4,593
shares
|
$1.13 Million
1.19% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
4,584
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
4,571
shares
|
$1.12 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
4,564
shares
|
$1.12 Million
0.45% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,555
shares
|
$1.12 Million
2.75% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
4,547
shares
|
$1.12 Million
0.59% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Value Partners Investments Inc.
|
Feb 21, 2025 Q4 2024 |
4,541
shares
|
$1.12 Million
0.66% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
4,538
shares
|
$1.11 Million
0.75% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
4,529
shares
|
$1.11 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
4,528
shares
|
$1.11 Million
1.07% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,496
shares
|
$1.1 Million
0.56% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
4,455
shares
|
$1.09 Million
0.99% of portfolio
|
Q3 2022
Added 53.78%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
4,443
shares
|
$1.09 Million
1.14% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
4,435
shares
|
$1.09 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
4,419
shares
|
$1.09 Million
0.74% of portfolio
|
Q4 2024
Added 0.07%
|