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 |
|---|---|---|---|---|---|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
10,151
shares
|
$2.37 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
10,146
shares
|
$2.37 Million
0.62% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
10,140
shares
|
$2.36 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,129
shares
|
$2.36 Million
0.88% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,129
shares
|
$2.36 Million
0.55% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
10,106
shares
|
$2.36 Million
1.76% of portfolio
|
Q4 2024
Added 303.76%
|
|
|
Brooktree Capital Management
|
Nov 06, 2024 Q3 2024 |
10,103
shares
|
$2.36 Million
1.95% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
10,083
shares
|
$2.35 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
10,069
shares
|
$2.35 Million
1.12% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10,065
shares
|
$2.35 Million
1.1% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
10,040
shares
|
$2.34 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10,039
shares
|
$2.34 Million
3.9% of portfolio
|
Q3 2023
Added 1.3%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
10,037
shares
|
$2.34 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,000
shares
|
$2.33 Million
0.97% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Scp Investment, LP
|
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$2.33 Million
1.71% of portfolio
|
Q3 2022
Reduced 66.67%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
Jan 27, 2025 Q4 2024 |
10,000
shares
|
$2.33 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
9,989
shares
|
$2.33 Million
1.7% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
9,982
shares
|
$2.33 Million
1.51% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
9,971
shares
|
$2.33 Million
1.19% of portfolio
|
Q3 2024
Added 72.93%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
9,959
shares
|
$2.32 Million
1.67% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
9,939
shares
|
$2.32 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
New Jersey Better Educational Savings Trust
|
Jan 31, 2025 Q4 2024 |
9,936
shares
|
$2.32 Million
4.78% of portfolio
|
Q2 2024
Reduced 56.66%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
9,909
shares
|
$2.31 Million
1.34% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
9,905
shares
|
$2.31 Million
1.58% of portfolio
|
Q4 2024
Added 72.23%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
9,879
shares
|
$2.3 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.08%
|