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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
21,594
shares
|
$4.92 Million
0.9% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
21,551
shares
|
$4.91 Million
5.13% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
21,550
shares
|
$4.91 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
21,548
shares
|
$4.9 Million
3.48% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
21,548
shares
|
$4.9 Million
1.78% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
21,545
shares
|
$4.9 Million
2.07% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
21,518
shares
|
$4.9 Million
0.85% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
21,493
shares
|
$4.89 Million
3.72% of portfolio
|
Q3 2024
Added 25.54%
|
|
|
Sycomore Asset Management
|
Jan 29, 2025 Q4 2024 |
21,479
shares
|
$4.89 Million
0.7% of portfolio
|
Q4 2024
Added 74.68%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
21,463
shares
|
$4.89 Million
5.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
21,450
shares
|
$4.88 Million
1.59% of portfolio
|
Q4 2024
Added 84.15%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
21,449
shares
|
$4.88 Million
3.55% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
21,444
shares
|
$4.88 Million
1.1% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
21,426
shares
|
$4.88 Million
5.11% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
21,413
shares
|
$4.87 Million
3.91% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
21,406
shares
|
$4.87 Million
1.24% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
21,352
shares
|
$4.86 Million
1.73% of portfolio
|
Q1 2024
Added 183.41%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
21,340
shares
|
$4.86 Million
4.66% of portfolio
|
Q3 2024
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
21,306
shares
|
$4.85 Million
2.95% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
21,305
shares
|
$4.85 Million
1.77% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
21,302
shares
|
$4.85 Million
3.02% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,290
shares
|
$4.85 Million
2.37% of portfolio
|
Q2 2022
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
21,263
shares
|
$4.84 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
21,249
shares
|
$4.84 Million
2.24% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
21,198
shares
|
$4.83 Million
1.41% of portfolio
|
Q4 2024
Added 9.16%
|