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 |
|---|---|---|---|---|---|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
8,256
shares
|
$1.93 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
8,241
shares
|
$1.92 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,240
shares
|
$1.92 Million
1.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
8,230
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2024
Added 68.13%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
8,219
shares
|
$1.92 Million
0.63% of portfolio
|
Q2 2024
Reduced 41.27%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
8,195
shares
|
$1.91 Million
1.12% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,187
shares
|
$1.91 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,179
shares
|
$1.91 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
8,173
shares
|
$1.91 Million
0.05% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,173
shares
|
$1.91 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
8,169
shares
|
$1.91 Million
1.55% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
8,167
shares
|
$1.9 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
8,156
shares
|
$1.9 Million
1.43% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
8,148
shares
|
$1.9 Million
1.59% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
8,143
shares
|
$1.9 Million
0.82% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
8,128
shares
|
$1.9 Million
1.6% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
8,128
shares
|
$1.9 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,120
shares
|
$1.89 Million
2.51% of portfolio
|
Q3 2024
Added 293.98%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
8,103
shares
|
$1.89 Million
1.53% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
8,096
shares
|
$1.89 Million
1.1% of portfolio
|
Q1 2024
Reduced 22.95%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
8,077
shares
|
$1.88 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
8,063
shares
|
$1.88 Million
0.68% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
8,050
shares
|
$1.88 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
8,049
shares
|
$1.88 Million
1.82% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
8,035
shares
|
$1.87 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.12%
|