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 |
|---|---|---|---|---|---|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
19,799
shares
|
$4.51 Million
1.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Jan 31, 2025 Q4 2024 |
19,792
shares
|
$4.51 Million
3.17% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
19,787
shares
|
$4.5 Million
4.18% of portfolio
|
Q4 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
19,760
shares
|
$4.5 Million
5.21% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
19,757
shares
|
$4.5 Million
4.49% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
19,746
shares
|
$4.49 Million
6.92% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
19,721
shares
|
$4.49 Million
3.05% of portfolio
|
Q1 2023
Added 3.85%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
19,716
shares
|
$4.49 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
19,705
shares
|
$4.49 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
19,660
shares
|
$4.48 Million
3.44% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
19,659
shares
|
$4.47 Million
2.94% of portfolio
|
Q3 2022
Reduced 85.6%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
19,613
shares
|
$4.46 Million
2.24% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
19,571
shares
|
$4.45 Million
3.37% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
19,522
shares
|
$4.44 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
19,521
shares
|
$4.44 Million
0.55% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
19,507
shares
|
$4.44 Million
0.5% of portfolio
|
Q3 2024
Added 30.78%
|
|
|
Aperture Investors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,505
shares
|
$4.44 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
19,487
shares
|
$4.44 Million
1.95% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
19,487
shares
|
$4.44 Million
4.23% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
19,483
shares
|
$4.43 Million
0.38% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
19,475
shares
|
$4.43 Million
4.85% of portfolio
|
Q4 2024
Added 45.02%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
19,445
shares
|
$4.43 Million
4.14% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
19,425
shares
|
$4.42 Million
3.18% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
19,425
shares
|
$4.42 Million
2.44% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
19,423
shares
|
$4.42 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.87%
|