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 |
|---|---|---|---|---|---|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
33,237
shares
|
$7.57 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
33,219
shares
|
$7.56 Million
7.08% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
33,211
shares
|
$7.56 Million
1.96% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
33,119
shares
|
$7.54 Million
2.33% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
33,116
shares
|
$7.54 Million
4.18% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,104
shares
|
$7.54 Million
4.26% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
33,102
shares
|
$7.54 Million
4.16% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
33,081
shares
|
$7.53 Million
2.74% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
33,033
shares
|
$7.52 Million
1.42% of portfolio
|
Q4 2024
Added 24.93%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
33,024
shares
|
$7.52 Million
1.67% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
33,019
shares
|
$7.52 Million
1.36% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
33,013
shares
|
$7.51 Million
4.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
33,000
shares
|
$7.51 Million
6.55% of portfolio
|
Q1 2024
Reduced 31.25%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
32,994
shares
|
$7.51 Million
2.81% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
32,981
shares
|
$7.51 Million
5.7% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
32,980
shares
|
$7.51 Million
4.75% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
32,973
shares
|
$7.51 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
32,970
shares
|
$7.5 Million
3.34% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
32,968
shares
|
$7.5 Million
3.96% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
32,938
shares
|
$7.5 Million
3.6% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
32,928
shares
|
$7.5 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
32,855
shares
|
$7.48 Million
6.95% of portfolio
|
Q4 2024
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
32,804
shares
|
$7.47 Million
4.41% of portfolio
|
Q4 2022
Reduced 4.44%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
32,682
shares
|
$7.44 Million
3.53% of portfolio
|
Q4 2024
Added 34.69%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
32,672
shares
|
$7.44 Million
4.53% of portfolio
|
Q4 2024
Added 4.35%
|