Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,242 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 $2.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
73,041
shares
|
$18 Million
4.24% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
73,021
shares
|
$18 Million
13.34% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
72,868
shares
|
$18 Million
2.84% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
72,802
shares
|
$18 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
72,746
shares
|
$18 Million
5.7% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
72,682
shares
|
$18 Million
3.04% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
72,656
shares
|
$17.9 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
72,645
shares
|
$17.9 Million
8.23% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
72,597
shares
|
$17.9 Million
8.78% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
72,533
shares
|
$17.9 Million
4.97% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
72,428
shares
|
$17.9 Million
0.86% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
72,390
shares
|
$17.9 Million
9.37% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
72,367
shares
|
$17.9 Million
3.41% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
72,357
shares
|
$17.9 Million
8.61% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
72,231
shares
|
$17.8 Million
3.02% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
72,212
shares
|
$17.8 Million
6.69% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
72,211
shares
|
$17.8 Million
2.09% of portfolio
|
Q4 2020
Added 2.2%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
72,189
shares
|
$17.8 Million
8.87% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
72,068
shares
|
$17.8 Million
4.67% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
71,990
shares
|
$17.8 Million
6.06% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
71,920
shares
|
$17.8 Million
1.31% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
71,880
shares
|
$17.8 Million
1.42% of portfolio
|
Q4 2024
Added 79.66%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
71,861
shares
|
$17.8 Million
5.48% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
71,775
shares
|
$17.7 Million
3.81% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
71,734
shares
|
$17.7 Million
6.74% of portfolio
|
Q4 2024
Added 0.16%
|