Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,240 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 $2.24 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
118,970
shares
|
$29.4 Million
5.47% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
118,943
shares
|
$29.4 Million
8.19% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
118,784
shares
|
$29.4 Million
3.81% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
118,773
shares
|
$29.3 Million
2.86% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
118,760
shares
|
$29.3 Million
6.07% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
118,513
shares
|
$29.3 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
118,424
shares
|
$29.3 Million
1.77% of portfolio
|
Q3 2021
Added 4.94%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
118,321
shares
|
$29.2 Million
2.95% of portfolio
|
Q4 2024
Added 40.31%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
118,301
shares
|
$29.2 Million
2.89% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
118,299
shares
|
$29.2 Million
6.61% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
117,993
shares
|
$29.2 Million
3.57% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
117,859
shares
|
$29.1 Million
6.34% of portfolio
|
Q2 2022
Reduced 3.72%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
117,832
shares
|
$29.1 Million
5.52% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
117,681
shares
|
$29.1 Million
3.2% of portfolio
|
Q3 2022
Added 3.11%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
117,433
shares
|
$29 Million
4.24% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
117,315
shares
|
$29 Million
4.34% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
117,254
shares
|
$29 Million
5.67% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
117,238
shares
|
$29 Million
12.28% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
117,170
shares
|
$29 Million
18.26% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
116,941
shares
|
$28.9 Million
5.74% of portfolio
|
Q4 2024
Added 1230.69%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
116,886
shares
|
$28.9 Million
0.8% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
116,838
shares
|
$28.9 Million
4.14% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
116,796
shares
|
$28.9 Million
5.7% of portfolio
|
Q1 2023
Added 94.9%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
116,709
shares
|
$28.8 Million
5.06% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Selway Asset Management
Boise, ID |
Feb 13, 2025 Q4 2024 |
116,666
shares
|
$28.8 Million
11.63% of portfolio
|
Q4 2024
Reduced 4.97%
|