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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
9,859
shares
|
$2.3 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
9,852
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
9,835
shares
|
$2.29 Million
0.59% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,823
shares
|
$2.29 Million
1.46% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,793
shares
|
$2.28 Million
2.06% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,791
shares
|
$2.28 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
9,779
shares
|
$2.28 Million
1.31% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
9,768
shares
|
$2.28 Million
2.25% of portfolio
|
Q4 2024
Reduced 35.9%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
9,739
shares
|
$2.27 Million
1.81% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
9,712
shares
|
$2.27 Million
2.71% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
9,692
shares
|
$2.26 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
9,692
shares
|
$2.26 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
9,687
shares
|
$2.26 Million
0.79% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
9,666
shares
|
$2.25 Million
2.23% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
9,654
shares
|
$2.25 Million
1.81% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
9,648
shares
|
$2.25 Million
0.79% of portfolio
|
Q3 2024
Added 145.5%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
9,637
shares
|
$2.25 Million
1.33% of portfolio
|
Q3 2024
Added 30.39%
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
9,593
shares
|
$2.24 Million
0.85% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,572
shares
|
$2.23 Million
1.73% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
9,565
shares
|
$2.23 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Markets Cayman LP
|
Nov 06, 2024 Q3 2024 |
9,543
shares
|
$2.23 Million
9.29% of portfolio
|
Q3 2024
Added 185.46%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,537
shares
|
$2.22 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
9,535
shares
|
$2.22 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
9,503
shares
|
$2.22 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
9,478
shares
|
$2.21 Million
1.38% of portfolio
|
Q3 2022
Reduced 7.91%
|