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 |
|---|---|---|---|---|---|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
24,789
shares
|
$5.64 Million
2.29% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
24,777
shares
|
$5.64 Million
6.65% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
24,710
shares
|
$5.62 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
24,707
shares
|
$5.62 Million
5.69% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
24,678
shares
|
$5.62 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
24,622
shares
|
$5.6 Million
1.52% of portfolio
|
Q4 2024
Reduced 86.36%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
24,619
shares
|
$5.6 Million
0.61% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
24,594
shares
|
$5.6 Million
1.54% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
24,572
shares
|
$5.59 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
24,545
shares
|
$5.59 Million
5.36% of portfolio
|
Q3 2024
Reduced 11.23%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
24,495
shares
|
$5.58 Million
3.36% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
24,462
shares
|
$5.57 Million
2.08% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
24,446
shares
|
$5.56 Million
4.09% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
24,416
shares
|
$5.56 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
24,401
shares
|
$5.55 Million
4.55% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
24,395
shares
|
$5.55 Million
2.23% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
24,393
shares
|
$5.55 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
24,374
shares
|
$5.55 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
24,354
shares
|
$5.54 Million
0.91% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
24,322
shares
|
$5.54 Million
0.93% of portfolio
|
Q2 2022
Reduced 0.59%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
24,316
shares
|
$5.54 Million
3.94% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
24,300
shares
|
$5.53 Million
6.37% of portfolio
|
Q4 2024
New holding
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
24,243
shares
|
$5.52 Million
0.79% of portfolio
|
Q3 2024
Reduced 75.92%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
24,216
shares
|
$5.51 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Feb 07, 2025 Q4 2024 |
24,194
shares
|
$5.51 Million
4.63% of portfolio
|
Q4 2024
Added 87.14%
|