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 |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
20,883
shares
|
$4.75 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
20,870
shares
|
$4.75 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
20,864
shares
|
$4.75 Million
0.82% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
20,841
shares
|
$4.74 Million
3.84% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
20,772
shares
|
$4.73 Million
0.65% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
20,762
shares
|
$4.73 Million
2.77% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
20,761
shares
|
$4.73 Million
4.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,755
shares
|
$4.72 Million
0.6% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
20,728
shares
|
$4.72 Million
3.35% of portfolio
|
Q4 2022
Added 338.41%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
20,722
shares
|
$4.72 Million
0.57% of portfolio
|
Q4 2022
Reduced 2.0%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
20,722
shares
|
$4.72 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
20,664
shares
|
$4.7 Million
1.92% of portfolio
|
Q2 2024
Reduced 17.34%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
20,659
shares
|
$4.7 Million
3.47% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
20,655
shares
|
$4.7 Million
1.93% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
20,653
shares
|
$4.7 Million
2.39% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
20,644
shares
|
$4.7 Million
2.78% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
20,643
shares
|
$4.7 Million
1.84% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
20,638
shares
|
$4.7 Million
0.53% of portfolio
|
Q3 2024
Reduced 38.29%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 16, 2024 Q3 2024 |
20,632
shares
|
$4.7 Million
5.21% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
20,619
shares
|
$4.69 Million
1.98% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
20,610
shares
|
$4.69 Million
3.27% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
20,600
shares
|
$4.69 Million
2.1% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
20,599
shares
|
$4.69 Million
1.56% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
20,590
shares
|
$4.69 Million
0.98% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
20,587
shares
|
$4.69 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.85%
|