Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,821 institutions that hold shares in the stock, with a total of 8.69 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
5,540
shares
|
$1.33 Million
0.66% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,531
shares
|
$1.32 Million
0.81% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
5,528
shares
|
$1.32 Million
0.53% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
5,526
shares
|
$1.32 Million
1.51% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,500
shares
|
$1.32 Million
1.03% of portfolio
|
Q2 2023
Added 4.96%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
5,489
shares
|
$1.31 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
5,453
shares
|
$1.31 Million
0.51% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
5,449
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
5,446
shares
|
$1.3 Million
0.38% of portfolio
|
Q2 2024
Added 10.11%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
5,442
shares
|
$1.3 Million
0.5% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
5,441
shares
|
$1.3 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
5,437
shares
|
$1.3 Million
1.09% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
5,433
shares
|
$1.3 Million
1.1% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,420
shares
|
$1.3 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
5,404
shares
|
$1.29 Million
0.44% of portfolio
|
Q4 2024
Reduced 13.05%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
5,389
shares
|
$1.29 Million
0.67% of portfolio
|
Q3 2024
Added 66.12%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,389
shares
|
$1.29 Million
0.66% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
5,369
shares
|
$1.29 Million
0.65% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
5,360
shares
|
$1.28 Million
1.41% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
5,289
shares
|
$1.27 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,279
shares
|
$1.26 Million
0.4% of portfolio
|
Q4 2023
Reduced 5.29%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
5,279
shares
|
$1.26 Million
0.9% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
5,268
shares
|
$1.26 Million
0.49% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,254
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2024
Reduced 82.88%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
5,245
shares
|
$1.26 Million
0.76% of portfolio
|
Q4 2024
Added 0.02%
|