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 |
|---|---|---|---|---|---|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
17,836
shares
|
$4.06 Million
2.85% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,823
shares
|
$4.06 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
17,818
shares
|
$4.06 Million
2.67% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
17,818
shares
|
$4.06 Million
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
17,782
shares
|
$4.05 Million
1.66% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
17,773
shares
|
$4.05 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
17,678
shares
|
$4.02 Million
1.91% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
17,671
shares
|
$4.02 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
17,641
shares
|
$4.02 Million
0.54% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
17,630
shares
|
$4.01 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
17,621
shares
|
$4.01 Million
3.76% of portfolio
|
Q4 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
17,617
shares
|
$4.01 Million
1.18% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
17,607
shares
|
$4.01 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
17,598
shares
|
$4.01 Million
1.14% of portfolio
|
Q4 2024
Reduced 19.76%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
17,582
shares
|
$4 Million
4.4% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
17,575
shares
|
$4 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
17,570
shares
|
$4 Million
1.53% of portfolio
|
Q3 2024
Added 51.26%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
17,567
shares
|
$4 Million
2.2% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
17,547
shares
|
$3.99 Million
1.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
17,543
shares
|
$3.99 Million
2.83% of portfolio
|
Q4 2024
Added 42.27%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
17,527
shares
|
$3.99 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
17,525
shares
|
$3.99 Million
3.14% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
17,481
shares
|
$3.98 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
17,470
shares
|
$3.98 Million
4.18% of portfolio
|
Q3 2022
Reduced 0.64%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
17,452
shares
|
$3.97 Million
0.11% of portfolio
|
Q4 2024
Added 49.6%
|