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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
15,667
shares
|
$3.65 Million
1.56% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
15,663
shares
|
$3.65 Million
1.22% of portfolio
|
Q3 2024
Added 26.23%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
15,646
shares
|
$3.65 Million
1.42% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
15,618
shares
|
$3.64 Million
1.25% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
15,599
shares
|
$3.64 Million
0.44% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
15,582
shares
|
$3.63 Million
3.07% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
15,580
shares
|
$3.63 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
15,572
shares
|
$3.63 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
15,541
shares
|
$3.62 Million
0.1% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
15,522
shares
|
$3.62 Million
2.18% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,500
shares
|
$3.61 Million
2.27% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
15,471
shares
|
$3.61 Million
3.06% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
15,459
shares
|
$3.61 Million
1.39% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
15,458
shares
|
$3.61 Million
4.06% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jan 17, 2025 Q4 2024 |
15,451
shares
|
$3.6 Million
2.61% of portfolio
|
Q4 2024
Reduced 29.81%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
15,450
shares
|
$3.6 Million
1.59% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
15,438
shares
|
$3.6 Million
1.4% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
15,427
shares
|
$3.6 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
15,415
shares
|
$3.6 Million
0.91% of portfolio
|
Q3 2024
Reduced 30.4%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
15,413
shares
|
$3.59 Million
2.2% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,396
shares
|
$3.59 Million
1.48% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
15,381
shares
|
$3.59 Million
1.62% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
15,363
shares
|
$3.58 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
15,342
shares
|
$3.58 Million
2.03% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
15,332
shares
|
$3.58 Million
1.54% of portfolio
|
Q3 2024
Reduced 46.77%
|