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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
18,176
shares
|
$4.14 Million
2.4% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
18,135
shares
|
$4.13 Million
1.49% of portfolio
|
Q1 2022
Added 8.51%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
18,133
shares
|
$4.13 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Arlington Partners LLC
|
Jan 29, 2025 Q4 2024 |
18,128
shares
|
$4.13 Million
1.87% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
18,116
shares
|
$4.12 Million
1.53% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
18,096
shares
|
$4.12 Million
2.35% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
18,084
shares
|
$4.12 Million
2.85% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
18,076
shares
|
$4.11 Million
0.85% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,054
shares
|
$4.11 Million
3.13% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Portland Hill Asset Management LTD
London, X0 |
May 31, 2024 Q1 2024 |
18,048
shares
|
$4.11 Million
7.56% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
18,031
shares
|
$4.1 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
18,011
shares
|
$4.1 Million
0.37% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
18,002
shares
|
$4.1 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
17,999
shares
|
$4.1 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
17,994
shares
|
$4.1 Million
2.13% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
17,978
shares
|
$4.09 Million
1.32% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
17,945
shares
|
$4.08 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,943
shares
|
$4.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 96.3%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
17,941
shares
|
$4.08 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
17,912
shares
|
$4.08 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
17,900
shares
|
$4.07 Million
1.94% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
17,900
shares
|
$4.07 Million
0.34% of portfolio
|
Q3 2024
Added 36.64%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
17,890
shares
|
$4.07 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
17,853
shares
|
$4.06 Million
0.11% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
17,836
shares
|
$4.06 Million
1.16% of portfolio
|
Q4 2024
Added 97.63%
|