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 |
|---|---|---|---|---|---|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
9,459
shares
|
$2.21 Million
1.72% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
9,450
shares
|
$2.2 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
9,444
shares
|
$2.2 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
9,425
shares
|
$2.2 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
9,424
shares
|
$2.2 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
9,376
shares
|
$2.19 Million
1.75% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
9,367
shares
|
$2.18 Million
0.64% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
9,357
shares
|
$2.18 Million
1.16% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
9,356
shares
|
$2.18 Million
0.73% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Feb 04, 2025 Q4 2024 |
9,325
shares
|
$2.17 Million
1.74% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
9,315
shares
|
$2.17 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
9,313
shares
|
$2.17 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,285
shares
|
$2.17 Million
0.58% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
9,284
shares
|
$2.17 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
9,271
shares
|
$2.16 Million
1.15% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
9,261
shares
|
$2.16 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,255
shares
|
$2.16 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
9,255
shares
|
$2.16 Million
0.21% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
9,254
shares
|
$2.16 Million
1.05% of portfolio
|
Q4 2024
Added 300.78%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
9,227
shares
|
$2.15 Million
1.53% of portfolio
|
Q4 2022
Reduced 13.09%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,221
shares
|
$2.15 Million
0.68% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
9,219
shares
|
$2.15 Million
1.32% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
9,195
shares
|
$2.14 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
9,155
shares
|
$2.14 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
9,133
shares
|
$2.13 Million
0.74% of portfolio
|
Q4 2024
New holding
|