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 |
|---|---|---|---|---|---|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
2,982
shares
|
$732,230
0.38% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
2,977
shares
|
$731,002
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
2,976
shares
|
$730,756
0.38% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
2,975
shares
|
$730,511
0.46% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
2,957
shares
|
$726,091
0.29% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
2,952
shares
|
$724,863
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
2,942
shares
|
$722,408
0.52% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
2,940
shares
|
$721,917
0.16% of portfolio
|
Q2 2024
Reduced 30.66%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
2,937
shares
|
$721,180
0.56% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
2,926
shares
|
$718,479
0.24% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
2,923
shares
|
$717,742
0.37% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
2,916
shares
|
$716,023
0.28% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
American Asset Management Inc.
|
Jan 16, 2025 Q4 2024 |
2,910
shares
|
$714,550
3.23% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
2,908
shares
|
$714,059
0.33% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,906
shares
|
$713,568
0.31% of portfolio
|
Q4 2024
Added 34.23%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,903
shares
|
$712,831
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
2,900
shares
|
$712,095
0.33% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Feb 10, 2025 Q4 2024 |
2,886
shares
|
$708,657
0.48% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
2,884
shares
|
$708,166
0.64% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
2,880
shares
|
$707,184
0.39% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
2,880
shares
|
$707,184
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
2,874
shares
|
$705,710
0.47% of portfolio
|
Q4 2024
Added 16.59%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,866
shares
|
$703,746
1.1% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
2,855
shares
|
$701,045
0.14% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
2,837
shares
|
$696,625
0.15% of portfolio
|
Q4 2024
Reduced 6.92%
|