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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,834
shares
|
$695,888
2.54% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
2,820
shares
|
$692,451
3.39% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
2,800
shares
|
$687,540
0.2% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
2,789
shares
|
$684,838
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
2,777
shares
|
$681,892
0.3% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,768
shares
|
$679,682
0.82% of portfolio
|
Q3 2023
Added 2.29%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
2,742
shares
|
$673,298
0.13% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,737
shares
|
$672,070
0.84% of portfolio
|
Q1 2024
Reduced 15.81%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,731
shares
|
$670,597
0.39% of portfolio
|
Q4 2024
Reduced 31.47%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
2,717
shares
|
$667,159
0.32% of portfolio
|
Q4 2024
Added 59.73%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
2,707
shares
|
$664,703
0.34% of portfolio
|
Q3 2022
Reduced 5.97%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
2,695
shares
|
$661,757
0.26% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Wallace Hart LLC
Lexington, KY |
Feb 07, 2025 Q4 2024 |
2,691
shares
|
$660,775
0.54% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
2,685
shares
|
$659,301
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
2,680
shares
|
$658,074
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,652
shares
|
$651,198
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
2,651
shares
|
$650,953
0.44% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
2,644
shares
|
$649,234
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
2,638
shares
|
$647,760
0.3% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
2,630
shares
|
$645,796
0.52% of portfolio
|
Q4 2024
Reduced 42.54%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
2,622
shares
|
$643,832
0.3% of portfolio
|
Q2 2024
Reduced 6.79%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
2,610
shares
|
$640,885
0.38% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
2,608
shares
|
$640,394
1.12% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
2,607
shares
|
$640,148
0.27% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
2,605
shares
|
$639,657
6.35% of portfolio
|
Q4 2023
New holding
|