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 |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
34,469
shares
|
$7.85 Million
3.38% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
34,453
shares
|
$7.84 Million
3.33% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
34,433
shares
|
$7.84 Million
2.21% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
34,393
shares
|
$7.83 Million
2.41% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 06, 2024 Q3 2024 |
34,351
shares
|
$7.82 Million
3.19% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
34,318
shares
|
$7.81 Million
1.29% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
34,285
shares
|
$7.8 Million
3.2% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
34,280
shares
|
$7.8 Million
6.6% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
34,268
shares
|
$7.8 Million
3.59% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
34,254
shares
|
$7.8 Million
6.39% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
34,213
shares
|
$7.79 Million
4.54% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
34,181
shares
|
$7.78 Million
2.36% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
34,160
shares
|
$7.78 Million
5.59% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
34,136
shares
|
$7.77 Million
3.34% of portfolio
|
Q3 2024
Added 72.41%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
34,133
shares
|
$7.77 Million
2.84% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
34,115
shares
|
$7.77 Million
3.55% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
34,108
shares
|
$7.76 Million
2.12% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
34,096
shares
|
$7.76 Million
1.95% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
34,033
shares
|
$7.75 Million
2.09% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
34,019
shares
|
$7.74 Million
2.92% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
33,975
shares
|
$7.73 Million
4.27% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
33,971
shares
|
$7.73 Million
4.49% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
33,921
shares
|
$7.72 Million
4.82% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
33,882
shares
|
$7.71 Million
0.5% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Asset Management Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
33,875
shares
|
$7.71 Million
6.82% of portfolio
|
Q4 2024
Reduced 16.25%
|