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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
13,990
shares
|
$3.26 Million
1.07% of portfolio
|
Q4 2024
Added 26.88%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
13,984
shares
|
$3.26 Million
1.76% of portfolio
|
Q4 2022
Added 27.49%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
13,983
shares
|
$3.26 Million
1.17% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,933
shares
|
$3.25 Million
1.83% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
13,933
shares
|
$3.25 Million
0.97% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
13,910
shares
|
$3.24 Million
1.76% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
13,883
shares
|
$3.24 Million
0.95% of portfolio
|
Q4 2022
Reduced 6.71%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
13,865
shares
|
$3.23 Million
0.07% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
13,832
shares
|
$3.23 Million
2.12% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
13,830
shares
|
$3.23 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
13,824
shares
|
$3.22 Million
2.19% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
13,793
shares
|
$3.22 Million
1.25% of portfolio
|
Q2 2024
New holding
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,783
shares
|
$3.21 Million
3.77% of portfolio
|
Q3 2023
Added 14.16%
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
13,773
shares
|
$3.21 Million
0.08% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,768
shares
|
$3.21 Million
3.3% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
13,762
shares
|
$3.21 Million
1.3% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
13,754
shares
|
$3.21 Million
1.53% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
13,750
shares
|
$3.21 Million
1.01% of portfolio
|
Q1 2024
Added 82.0%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
13,749
shares
|
$3.21 Million
0.69% of portfolio
|
Q3 2024
Reduced 77.61%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
13,739
shares
|
$3.2 Million
1.03% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
13,733
shares
|
$3.2 Million
2.07% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
13,728
shares
|
$3.2 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
13,709
shares
|
$3.2 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
13,693
shares
|
$3.19 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
13,690
shares
|
$3.19 Million
0.98% of portfolio
|
Q4 2024
Reduced 4.05%
|