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 |
|---|---|---|---|---|---|
|
Unconventional Investor, LLC
|
Feb 18, 2025 Q4 2024 |
4,374
shares
|
$1.07 Million
0.68% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
4,356
shares
|
$1.07 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
4,331
shares
|
$1.06 Million
0.6% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
4,329
shares
|
$1.06 Million
0.26% of portfolio
|
Q4 2024
Reduced 47.05%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
4,329
shares
|
$1.06 Million
0.56% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
4,322
shares
|
$1.06 Million
0.52% of portfolio
|
Q4 2024
Added 34.18%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
4,322
shares
|
$1.06 Million
0.89% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
4,314
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jan 17, 2025 Q4 2024 |
4,313
shares
|
$1.06 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
4,305
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
4,300
shares
|
$1.06 Million
0.67% of portfolio
|
Q3 2023
Reduced 2.49%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,299
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,281
shares
|
$1.05 Million
0.97% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
4,262
shares
|
$1.05 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
4,260
shares
|
$1.05 Million
0.67% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
4,259
shares
|
$1.05 Million
2.27% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
4,256
shares
|
$1.05 Million
0.55% of portfolio
|
Q4 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
4,254
shares
|
$1.04 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
4,252
shares
|
$1.04 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Thornburg Investment Management Inc
|
Feb 13, 2025 Q4 2024 |
4,248
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 48.38%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,243
shares
|
$1.04 Million
0.66% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
4,237
shares
|
$1.04 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Galibier Capital Management Ltd.
|
Jan 15, 2025 Q4 2024 |
4,235
shares
|
$1.04 Million
0.35% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
4,217
shares
|
$1.04 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
4,217
shares
|
$1.04 Million
1.23% of portfolio
|
Q4 2024
Reduced 21.32%
|