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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
12,606
shares
|
$2.94 Million
1.23% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
12,602
shares
|
$2.94 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
12,573
shares
|
$2.93 Million
0.55% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
12,540
shares
|
$2.92 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,536
shares
|
$2.92 Million
1.85% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,534
shares
|
$2.92 Million
1.16% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
12,524
shares
|
$2.92 Million
1.2% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
12,431
shares
|
$2.9 Million
2.78% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,388
shares
|
$2.89 Million
0.42% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
12,386
shares
|
$2.89 Million
0.91% of portfolio
|
Q4 2024
Added 41.17%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
12,382
shares
|
$2.89 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
12,381
shares
|
$2.89 Million
0.67% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
12,381
shares
|
$2.89 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
12,377
shares
|
$2.89 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
12,374
shares
|
$2.89 Million
0.12% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
12,364
shares
|
$2.88 Million
2.18% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
12,348
shares
|
$2.88 Million
5.6% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
12,335
shares
|
$2.88 Million
0.08% of portfolio
|
Q2 2023
Reduced 6.62%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
12,325
shares
|
$2.87 Million
2.67% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
12,306
shares
|
$2.87 Million
0.4% of portfolio
|
Q3 2024
Reduced 38.58%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
12,283
shares
|
$2.86 Million
0.72% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
12,275
shares
|
$2.86 Million
0.78% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
12,270
shares
|
$2.86 Million
4.0% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,242
shares
|
$2.86 Million
2.0% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
12,229
shares
|
$2.85 Million
1.85% of portfolio
|
Q4 2024
Reduced 3.75%
|