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 |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
102,512
shares
|
$25.3 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
102,500
shares
|
$25.3 Million
4.73% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Clough Capital Partners L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
102,490
shares
|
$25.3 Million
3.08% of portfolio
|
Q4 2024
Reduced 54.81%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
102,404
shares
|
$25.3 Million
4.84% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
102,399
shares
|
$25.3 Million
4.8% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
102,398
shares
|
$25.3 Million
3.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
102,120
shares
|
$25.2 Million
6.57% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
101,936
shares
|
$25.2 Million
9.34% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
101,837
shares
|
$25.2 Million
3.57% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
101,639
shares
|
$25.1 Million
5.48% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
101,538
shares
|
$25.1 Million
7.03% of portfolio
|
Q3 2023
Added 2.68%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
101,487
shares
|
$25.1 Million
15.68% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
101,486
shares
|
$25.1 Million
8.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
101,345
shares
|
$25 Million
4.1% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
101,332
shares
|
$25 Million
5.18% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
101,203
shares
|
$25 Million
5.21% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
101,074
shares
|
$25 Million
12.36% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
101,037
shares
|
$25 Million
7.83% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
100,959
shares
|
$24.9 Million
1.86% of portfolio
|
Q4 2024
Added 57.94%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
100,787
shares
|
$24.9 Million
12.04% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100,708
shares
|
$24.9 Million
5.75% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
100,647
shares
|
$24.9 Million
2.26% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
100,532
shares
|
$24.8 Million
1.63% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
100,366
shares
|
$24.8 Million
5.24% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
100,258
shares
|
$24.8 Million
7.61% of portfolio
|
Q4 2024
Added 7.3%
|