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 |
|---|---|---|---|---|---|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
21,171
shares
|
$4.82 Million
5.25% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
21,168
shares
|
$4.82 Million
0.39% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
21,167
shares
|
$4.82 Million
2.06% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
21,155
shares
|
$4.82 Million
4.27% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
21,154
shares
|
$4.82 Million
2.58% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
21,111
shares
|
$4.81 Million
2.96% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
21,104
shares
|
$4.8 Million
1.21% of portfolio
|
Q4 2024
Added 62.94%
|
|
|
Accuvest Global Advisors
Provo, UT |
Jan 31, 2025 Q4 2024 |
21,104
shares
|
$4.8 Million
7.47% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
21,089
shares
|
$4.8 Million
1.03% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
21,068
shares
|
$4.8 Million
1.03% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
21,065
shares
|
$4.8 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,053
shares
|
$4.79 Million
3.52% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,016
shares
|
$4.78 Million
3.82% of portfolio
|
Q4 2024
Added 42.03%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
21,000
shares
|
$4.78 Million
0.86% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
20,994
shares
|
$4.78 Million
1.52% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
20,992
shares
|
$4.78 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
20,953
shares
|
$4.77 Million
6.26% of portfolio
|
Q3 2023
Reduced 16.86%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
20,948
shares
|
$4.77 Million
3.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
20,927
shares
|
$4.76 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
20,924
shares
|
$4.76 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
20,924
shares
|
$4.76 Million
2.73% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
20,908
shares
|
$4.76 Million
9.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
20,903
shares
|
$4.76 Million
2.65% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
20,898
shares
|
$4.76 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
20,884
shares
|
$4.75 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.85%
|