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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
17,043
shares
|
$3.97 Million
1.98% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
17,040
shares
|
$3.97 Million
1.58% of portfolio
|
Q4 2024
Added 52.14%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
17,011
shares
|
$3.97 Million
2.0% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,004
shares
|
$3.97 Million
3.78% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
17,000
shares
|
$3.96 Million
0.21% of portfolio
|
Q3 2024
Reduced 85.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
16,991
shares
|
$3.96 Million
0.89% of portfolio
|
Q2 2024
Added 27.44%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
16,981
shares
|
$3.96 Million
1.84% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
16,966
shares
|
$3.96 Million
0.46% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
16,943
shares
|
$3.95 Million
1.19% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
16,926
shares
|
$3.95 Million
0.96% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
16,911
shares
|
$3.94 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
16,911
shares
|
$3.94 Million
3.07% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
16,910
shares
|
$3.94 Million
2.56% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
16,895
shares
|
$3.94 Million
0.52% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
16,890
shares
|
$3.94 Million
1.54% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
16,883
shares
|
$3.94 Million
2.71% of portfolio
|
Q4 2024
Added 247.17%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
16,860
shares
|
$3.93 Million
0.63% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
16,846
shares
|
$3.93 Million
1.7% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
16,834
shares
|
$3.93 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
16,790
shares
|
$3.92 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,785
shares
|
$3.91 Million
3.2% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
16,778
shares
|
$3.91 Million
2.06% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
16,766
shares
|
$3.91 Million
1.15% of portfolio
|
Q4 2024
Added 92.38%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
16,753
shares
|
$3.91 Million
2.08% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
16,731
shares
|
$3.9 Million
1.1% of portfolio
|
Q3 2024
Reduced 26.27%
|