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 |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
66,143
shares
|
$16.3 Million
0.35% of portfolio
|
Q4 2024
Added 229.23%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
66,044
shares
|
$16.3 Million
3.51% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
65,986
shares
|
$16.3 Million
1.57% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
65,870
shares
|
$16.3 Million
4.12% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
65,849
shares
|
$16.3 Million
4.59% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
65,812
shares
|
$16.3 Million
3.2% of portfolio
|
Q2 2022
Reduced 1.15%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
65,788
shares
|
$16.3 Million
1.4% of portfolio
|
Q4 2024
Added 86.95%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
65,778
shares
|
$16.2 Million
6.85% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
65,700
shares
|
$16.2 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
65,563
shares
|
$16.2 Million
6.93% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
65,487
shares
|
$16.2 Million
3.22% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
65,436
shares
|
$16.2 Million
5.42% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
65,337
shares
|
$16.1 Million
10.71% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Harrington Investments, Inc
|
Feb 10, 2025 Q4 2024 |
65,286
shares
|
$16.1 Million
9.13% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
65,244
shares
|
$16.1 Million
4.98% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
65,170
shares
|
$16.1 Million
9.29% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
65,094
shares
|
$16.1 Million
7.66% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
65,012
shares
|
$16.1 Million
4.03% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
65,007
shares
|
$16.1 Million
8.13% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
64,982
shares
|
$16.1 Million
9.77% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
64,974
shares
|
$16.1 Million
3.99% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
64,889
shares
|
$16 Million
4.26% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
64,834
shares
|
$16 Million
3.37% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
64,825
shares
|
$16 Million
9.69% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
64,801
shares
|
$16 Million
1.7% of portfolio
|
Q4 2024
Added 4.97%
|