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 |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
4,201
shares
|
$1.03 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,181
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
Reduced 67.04%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
4,154
shares
|
$1.02 Million
0.65% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Feb 14, 2025 Q4 2024 |
4,151
shares
|
$1.02 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Feb 04, 2025 Q4 2024 |
4,149
shares
|
$1.02 Million
0.58% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,148
shares
|
$1.02 Million
0.53% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Feb 14, 2025 Q4 2024 |
4,140
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
Reduced 67.27%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
4,133
shares
|
$1.01 Million
1.06% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
4,124
shares
|
$1.01 Million
0.73% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
4,104
shares
|
$1.01 Million
0.75% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Feb 13, 2025 Q4 2024 |
4,095
shares
|
$1.01 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,089
shares
|
$1 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
4,080
shares
|
$1 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Feb 03, 2025 Q4 2024 |
4,075
shares
|
$1 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
4,075
shares
|
$1 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
4,054
shares
|
$995,459
4.25% of portfolio
|
Q3 2022
New holding
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
4,053
shares
|
$995,214
0.13% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jan 28, 2025 Q4 2024 |
4,047
shares
|
$993,740
0.36% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
4,046
shares
|
$993,495
0.13% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
4,036
shares
|
$991,039
0.87% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,025
shares
|
$988,338
0.31% of portfolio
|
Q2 2022
Added 1.69%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
4,024
shares
|
$988,093
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,992
shares
|
$980,235
0.02% of portfolio
|
Q1 2024
Reduced 32.25%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
3,990
shares
|
$979,744
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
3,983
shares
|
$978,025
0.35% of portfolio
|
Q4 2024
Reduced 6.61%
|