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 |
|---|---|---|---|---|---|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,080
shares
|
$3.52 Million
1.87% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
15,036
shares
|
$3.51 Million
2.14% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
15,035
shares
|
$3.51 Million
1.17% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
15,010
shares
|
$3.5 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
15,002
shares
|
$3.5 Million
4.56% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
15,001
shares
|
$3.5 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$3.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
14,994
shares
|
$3.5 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
14,979
shares
|
$3.49 Million
0.47% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
14,979
shares
|
$3.49 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
14,968
shares
|
$3.49 Million
1.57% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
14,962
shares
|
$3.49 Million
1.88% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
14,960
shares
|
$3.49 Million
0.44% of portfolio
|
Q3 2024
Added 47.3%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
14,927
shares
|
$3.48 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
14,920
shares
|
$3.48 Million
1.0% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
14,916
shares
|
$3.48 Million
1.35% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
14,914
shares
|
$3.48 Million
2.41% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
14,900
shares
|
$3.47 Million
1.21% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
14,891
shares
|
$3.47 Million
1.78% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
14,883
shares
|
$3.47 Million
1.13% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
14,801
shares
|
$3.45 Million
1.97% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
14,773
shares
|
$3.45 Million
1.16% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
14,767
shares
|
$3.44 Million
1.93% of portfolio
|
Q4 2023
Added 4.0%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
14,762
shares
|
$3.44 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
14,742
shares
|
$3.44 Million
1.77% of portfolio
|
Q1 2024
Reduced 0.99%
|