Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
18,574
shares
|
$4.23 Million
2.62% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,564
shares
|
$4.23 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
18,552
shares
|
$4.22 Million
1.25% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
18,526
shares
|
$4.22 Million
3.27% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
18,524
shares
|
$4.22 Million
2.91% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
18,485
shares
|
$4.21 Million
2.97% of portfolio
|
Q4 2024
Reduced 49.65%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
18,485
shares
|
$4.21 Million
1.2% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
18,482
shares
|
$4.21 Million
3.56% of portfolio
|
Q3 2022
Reduced 0.35%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
18,447
shares
|
$4.2 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,429
shares
|
$4.19 Million
0.89% of portfolio
|
Q4 2024
Added 35.21%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
18,425
shares
|
$4.19 Million
2.7% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
18,421
shares
|
$4.19 Million
3.59% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
18,398
shares
|
$4.19 Million
1.21% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
18,378
shares
|
$4.18 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
18,348
shares
|
$4.18 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
18,327
shares
|
$4.17 Million
6.02% of portfolio
|
Q4 2024
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
18,291
shares
|
$4.16 Million
2.22% of portfolio
|
Q1 2022
Added 1.49%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
18,289
shares
|
$4.16 Million
2.48% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
18,277
shares
|
$4.16 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
18,256
shares
|
$4.16 Million
1.58% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
18,247
shares
|
$4.15 Million
0.62% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
18,230
shares
|
$4.15 Million
1.33% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
18,215
shares
|
$4.15 Million
0.88% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
18,185
shares
|
$4.14 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
18,178
shares
|
$4.14 Million
2.12% of portfolio
|
Q4 2024
Reduced 1.96%
|