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 |
|---|---|---|---|---|---|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
11,253
shares
|
$2.62 Million
0.64% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
11,250
shares
|
$2.62 Million
1.24% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
11,248
shares
|
$2.62 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,245
shares
|
$2.62 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.97%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
11,238
shares
|
$2.62 Million
1.51% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
11,222
shares
|
$2.62 Million
0.25% of portfolio
|
Q3 2022
Reduced 20.04%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
11,221
shares
|
$2.62 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
11,193
shares
|
$2.61 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
11,169
shares
|
$2.6 Million
0.52% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
11,169
shares
|
$2.6 Million
1.88% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
11,110
shares
|
$2.59 Million
0.96% of portfolio
|
Q4 2024
Added 117.42%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
11,088
shares
|
$2.59 Million
2.39% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
11,087
shares
|
$2.59 Million
0.83% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
11,046
shares
|
$2.58 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
11,040
shares
|
$2.57 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,035
shares
|
$2.57 Million
3.73% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,973
shares
|
$2.56 Million
1.79% of portfolio
|
Q4 2024
Reduced 36.34%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
10,969
shares
|
$2.56 Million
1.24% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10,944
shares
|
$2.55 Million
1.61% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
10,940
shares
|
$2.55 Million
0.19% of portfolio
|
Q3 2024
Added 628.85%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
10,923
shares
|
$2.55 Million
0.19% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
10,917
shares
|
$2.55 Million
1.33% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
10,900
shares
|
$2.54 Million
2.31% of portfolio
|
Q4 2022
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
10,893
shares
|
$2.54 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
10,868
shares
|
$2.53 Million
1.76% of portfolio
|
Q3 2024
Added 5.2%
|