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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
12,897
shares
|
$3.01 Million
3.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
12,897
shares
|
$3.01 Million
1.79% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
12,857
shares
|
$3 Million
1.9% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
12,844
shares
|
$3 Million
0.46% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
12,818
shares
|
$2.99 Million
0.52% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
12,816
shares
|
$2.99 Million
1.94% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
12,780
shares
|
$2.98 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
12,780
shares
|
$2.98 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,757
shares
|
$2.98 Million
0.66% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
12,756
shares
|
$2.97 Million
0.83% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
12,741
shares
|
$2.97 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
12,739
shares
|
$2.97 Million
1.94% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
12,738
shares
|
$2.97 Million
2.3% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
12,728
shares
|
$2.97 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
12,716
shares
|
$2.97 Million
1.01% of portfolio
|
Q3 2024
Reduced 51.36%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
12,705
shares
|
$2.96 Million
1.71% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
12,702
shares
|
$2.96 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
12,688
shares
|
$2.96 Million
1.26% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
12,684
shares
|
$2.96 Million
0.75% of portfolio
|
Q3 2024
Reduced 26.43%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
12,679
shares
|
$2.96 Million
2.18% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
12,671
shares
|
$2.96 Million
1.57% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
12,666
shares
|
$2.95 Million
0.5% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
12,661
shares
|
$2.95 Million
6.12% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
12,657
shares
|
$2.95 Million
1.44% of portfolio
|
Q4 2023
Reduced 11.62%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
12,651
shares
|
$2.95 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.64%
|