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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
64,699
shares
|
$16 Million
8.15% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
64,647
shares
|
$16 Million
3.39% of portfolio
|
Q4 2024
Reduced 29.96%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
64,643
shares
|
$16 Million
5.44% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
64,585
shares
|
$16 Million
4.18% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
64,585
shares
|
$16 Million
13.36% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
64,553
shares
|
$15.9 Million
4.61% of portfolio
|
Q4 2024
Reduced 11.77%
|
|
|
Rheos Capital Works Inc.
|
Jan 24, 2025 Q4 2024 |
64,500
shares
|
$15.9 Million
0.9% of portfolio
|
Q4 2024
Reduced 27.53%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
64,498
shares
|
$15.9 Million
3.04% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
64,444
shares
|
$15.9 Million
3.97% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
64,393
shares
|
$15.9 Million
5.48% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
64,349
shares
|
$15.9 Million
3.52% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
64,295
shares
|
$15.9 Million
10.53% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
64,229
shares
|
$15.9 Million
3.28% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
64,207
shares
|
$15.9 Million
5.25% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
64,179
shares
|
$15.9 Million
4.5% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
64,021
shares
|
$15.8 Million
1.7% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
64,020
shares
|
$15.8 Million
3.58% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
64,010
shares
|
$15.8 Million
14.53% of portfolio
|
Q2 2022
Reduced 1.99%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
63,885
shares
|
$15.8 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
63,875
shares
|
$15.8 Million
2.97% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
63,870
shares
|
$15.8 Million
14.74% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
63,861
shares
|
$15.8 Million
3.71% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
63,847
shares
|
$15.8 Million
4.58% of portfolio
|
Q4 2022
Added 4.27%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
63,796
shares
|
$15.8 Million
2.93% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
63,794
shares
|
$15.8 Million
4.31% of portfolio
|
Q4 2024
Reduced 8.92%
|