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 |
|---|---|---|---|---|---|
|
Beddow Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
2,600
shares
|
$638,430
0.27% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
2,572
shares
|
$631,554
0.21% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
2,566
shares
|
$630,081
0.46% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
2,545
shares
|
$624,924
0.41% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,541
shares
|
$623,942
0.39% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
2,535
shares
|
$622,469
0.43% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
2,535
shares
|
$622,469
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
2,513
shares
|
$617,067
0.41% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,510
shares
|
$616,330
0.04% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
West Tower Group, LLC
Richmond, VA |
Feb 10, 2025 Q4 2024 |
2,500
shares
|
$613,875
1.39% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Knott David M Jr
Syosset, NY |
Feb 12, 2025 Q4 2024 |
2,494
shares
|
$612,401
0.36% of portfolio
|
Q2 2022
Added 18.76%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
2,465
shares
|
$605,280
0.42% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
2,451
shares
|
$601,843
0.34% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
2,444
shares
|
$600,124
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
2,421
shares
|
$594,476
0.41% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
2,420
shares
|
$594,231
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Massachusetts Institute Of Technology
Cambridge, MA |
Feb 12, 2025 Q4 2024 |
2,410
shares
|
$591,775
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Feb 14, 2025 Q4 2024 |
2,407
shares
|
$591,038
0.42% of portfolio
|
Q4 2024
Reduced 33.93%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
2,406
shares
|
$590,793
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Feb 14, 2025 Q4 2024 |
2,400
shares
|
$589,320
0.05% of portfolio
|
Q3 2023
Reduced 43.66%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,395
shares
|
$588,092
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
2,394
shares
|
$587,846
0.91% of portfolio
|
Q4 2024
Reduced 71.77%
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
2,390
shares
|
$586,864
9.54% of portfolio
|
Q4 2024
Added 156.99%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
2,388
shares
|
$586,373
0.98% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,387
shares
|
$586,127
0.67% of portfolio
|
Q4 2024
Added 2.62%
|