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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
26,807
shares
|
$6.1 Million
3.41% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
26,789
shares
|
$6.1 Million
4.21% of portfolio
|
Q4 2024
New holding
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
26,731
shares
|
$6.08 Million
4.42% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
26,702
shares
|
$6.08 Million
6.11% of portfolio
|
Q3 2022
Reduced 0.56%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
26,661
shares
|
$6.07 Million
3.29% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
26,629
shares
|
$6.06 Million
4.06% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
26,623
shares
|
$6.06 Million
4.72% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
26,597
shares
|
$6.05 Million
2.79% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
26,587
shares
|
$6.05 Million
1.43% of portfolio
|
Q3 2024
Reduced 80.31%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2023 Q3 2023 |
26,570
shares
|
$6.05 Million
6.58% of portfolio
|
Q3 2023
Added 1.24%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
26,515
shares
|
$6.04 Million
2.92% of portfolio
|
Q3 2024
Added 312.81%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
26,513
shares
|
$6.04 Million
6.69% of portfolio
|
Q4 2024
New holding
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
26,502
shares
|
$6.03 Million
2.61% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
26,496
shares
|
$6.03 Million
3.01% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
26,439
shares
|
$6.02 Million
2.86% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
26,417
shares
|
$6.01 Million
3.06% of portfolio
|
Q2 2023
Reduced 0.59%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
26,403
shares
|
$6.01 Million
3.43% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
26,351
shares
|
$6 Million
1.27% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
26,308
shares
|
$5.99 Million
6.05% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
26,301
shares
|
$5.99 Million
3.15% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
26,286
shares
|
$5.98 Million
2.35% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
26,239
shares
|
$5.97 Million
1.58% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
26,200
shares
|
$5.96 Million
1.08% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
26,081
shares
|
$5.94 Million
1.26% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
26,062
shares
|
$5.93 Million
3.13% of portfolio
|
Q3 2024
Reduced 2.63%
|