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 |
|---|---|---|---|---|---|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
11,497
shares
|
$2.68 Million
1.83% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
11,491
shares
|
$2.68 Million
1.41% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,486
shares
|
$2.68 Million
0.62% of portfolio
|
Q3 2023
Reduced 2.06%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
11,479
shares
|
$2.68 Million
1.06% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,466
shares
|
$2.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 84.27%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
11,457
shares
|
$2.67 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
11,429
shares
|
$2.67 Million
1.6% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
11,423
shares
|
$2.66 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
11,409
shares
|
$2.66 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Feb 06, 2025 Q4 2024 |
11,407
shares
|
$2.66 Million
0.48% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
11,392
shares
|
$2.66 Million
1.05% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
11,391
shares
|
$2.66 Million
1.93% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
11,380
shares
|
$2.65 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
11,365
shares
|
$2.65 Million
1.55% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
11,362
shares
|
$2.65 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
11,352
shares
|
$2.65 Million
2.56% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
11,331
shares
|
$2.64 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
11,330
shares
|
$2.64 Million
0.74% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,308
shares
|
$2.64 Million
1.08% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
11,307
shares
|
$2.64 Million
0.53% of portfolio
|
Q3 2024
Added 26.34%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
11,293
shares
|
$2.63 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
11,287
shares
|
$2.63 Million
0.93% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
11,285
shares
|
$2.63 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
11,275
shares
|
$2.63 Million
1.14% of portfolio
|
Q3 2024
Added 31.76%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,256
shares
|
$2.63 Million
1.93% of portfolio
|
Q4 2024
Added 2.61%
|