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 |
|---|---|---|---|---|---|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
23,741
shares
|
$5.4 Million
2.0% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
23,739
shares
|
$5.4 Million
1.24% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
23,735
shares
|
$5.4 Million
3.45% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
23,725
shares
|
$5.4 Million
3.24% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
23,677
shares
|
$5.39 Million
4.12% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
23,663
shares
|
$5.39 Million
1.3% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
23,653
shares
|
$5.38 Million
6.08% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
23,625
shares
|
$5.38 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
23,597
shares
|
$5.37 Million
1.23% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
23,589
shares
|
$5.37 Million
4.86% of portfolio
|
Q4 2024
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
23,583
shares
|
$5.37 Million
3.97% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
23,538
shares
|
$5.36 Million
4.81% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
23,536
shares
|
$5.36 Million
2.13% of portfolio
|
Q4 2024
Added 25.22%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
23,381
shares
|
$5.32 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
23,372
shares
|
$5.32 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
23,368
shares
|
$5.32 Million
1.65% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
23,367
shares
|
$5.32 Million
1.13% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
23,360
shares
|
$5.32 Million
2.91% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
23,359
shares
|
$5.32 Million
3.13% of portfolio
|
Q4 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
23,321
shares
|
$5.31 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
23,320
shares
|
$5.31 Million
0.28% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
23,318
shares
|
$5.31 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
23,268
shares
|
$5.3 Million
4.31% of portfolio
|
Q4 2021
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
23,254
shares
|
$5.29 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
23,238
shares
|
$5.29 Million
2.27% of portfolio
|
Q4 2024
Reduced 4.48%
|