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 |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
16,473
shares
|
$3.84 Million
1.38% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
16,469
shares
|
$3.84 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
16,444
shares
|
$3.84 Million
3.11% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
16,441
shares
|
$3.83 Million
2.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
16,432
shares
|
$3.83 Million
1.44% of portfolio
|
Q4 2024
Reduced 68.9%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
16,430
shares
|
$3.83 Million
1.01% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
16,413
shares
|
$3.83 Million
2.26% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
16,404
shares
|
$3.83 Million
1.88% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
16,392
shares
|
$3.82 Million
1.05% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
16,392
shares
|
$3.82 Million
1.61% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
16,379
shares
|
$3.82 Million
1.83% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
16,345
shares
|
$3.81 Million
1.55% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
16,345
shares
|
$3.81 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
16,337
shares
|
$3.81 Million
0.96% of portfolio
|
Q4 2022
Added 32.66%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
16,306
shares
|
$3.8 Million
1.58% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
16,289
shares
|
$3.8 Million
1.14% of portfolio
|
Q4 2024
Reduced 86.18%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
16,289
shares
|
$3.8 Million
2.56% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
16,283
shares
|
$3.8 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
16,266
shares
|
$3.79 Million
3.87% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
16,254
shares
|
$3.79 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
16,250
shares
|
$3.79 Million
1.56% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
16,218
shares
|
$3.78 Million
2.4% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
16,218
shares
|
$3.78 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
16,203
shares
|
$3.78 Million
2.6% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
16,180
shares
|
$3.77 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.0%
|