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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,361
shares
|
$3.35 Million
2.6% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,341
shares
|
$3.34 Million
0.4% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
14,308
shares
|
$3.34 Million
1.46% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
14,306
shares
|
$3.34 Million
1.35% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
14,303
shares
|
$3.34 Million
2.92% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
14,272
shares
|
$3.33 Million
3.64% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
14,248
shares
|
$3.32 Million
0.47% of portfolio
|
Q4 2023
Added 19.3%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
14,239
shares
|
$3.32 Million
0.88% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
14,196
shares
|
$3.31 Million
2.5% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
14,187
shares
|
$3.31 Million
3.48% of portfolio
|
Q4 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
14,166
shares
|
$3.3 Million
2.85% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
14,158
shares
|
$3.3 Million
2.82% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
14,154
shares
|
$3.3 Million
1.23% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
14,151
shares
|
$3.3 Million
0.87% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
14,144
shares
|
$3.3 Million
0.66% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
14,129
shares
|
$3.3 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
14,125
shares
|
$3.29 Million
2.62% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
14,122
shares
|
$3.29 Million
3.21% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
14,122
shares
|
$3.29 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
14,087
shares
|
$3.29 Million
3.64% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
14,079
shares
|
$3.28 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
14,065
shares
|
$3.28 Million
0.65% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
14,038
shares
|
$3.27 Million
0.99% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
14,002
shares
|
$3.27 Million
2.89% of portfolio
|
Q4 2024
Added 54.21%
|
|
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$3.27 Million
5.02% of portfolio
|
Q4 2024
Added 32.58%
|