Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,947 institutions that hold shares in the stock, with a total of 8.75 Billion shares, which have been reported (via 13F filing form) to have a value of $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
37,680
shares
|
$8.58 Million
5.55% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
37,667
shares
|
$8.57 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
37,654
shares
|
$8.57 Million
2.42% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,651
shares
|
$8.57 Million
1.26% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
37,637
shares
|
$8.57 Million
2.58% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
37,634
shares
|
$8.57 Million
7.06% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
37,617
shares
|
$8.56 Million
1.88% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
37,609
shares
|
$8.56 Million
2.5% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
37,588
shares
|
$8.56 Million
4.56% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
37,502
shares
|
$8.54 Million
4.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
37,398
shares
|
$8.51 Million
4.78% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
37,351
shares
|
$8.5 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
37,341
shares
|
$8.5 Million
4.41% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
37,308
shares
|
$8.49 Million
11.84% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
37,279
shares
|
$8.49 Million
3.85% of portfolio
|
Q2 2024
Added 10.49%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
37,275
shares
|
$8.48 Million
1.2% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
37,221
shares
|
$8.47 Million
3.14% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
37,219
shares
|
$8.47 Million
6.16% of portfolio
|
Q4 2024
Reduced 46.7%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
37,094
shares
|
$8.44 Million
3.85% of portfolio
|
Q4 2023
Added 14.9%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37,086
shares
|
$8.44 Million
1.71% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
37,068
shares
|
$8.44 Million
0.27% of portfolio
|
Q3 2024
Reduced 49.05%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
37,007
shares
|
$8.42 Million
1.28% of portfolio
|
Q3 2024
Added 140.98%
|
|
|
North Growth Management Ltd.
|
Jan 28, 2025 Q4 2024 |
37,000
shares
|
$8.42 Million
1.76% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
36,991
shares
|
$8.42 Million
5.94% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
36,966
shares
|
$8.41 Million
5.32% of portfolio
|
Q4 2024
Reduced 3.02%
|