Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,270 institutions that hold shares in the stock, with a total of 9.06 Billion shares, which have been reported (via 13F filing form) to have a value of $1.97 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
3,013
shares
|
$653,760
0.47% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
3,000
shares
|
$650,940
0.25% of portfolio
|
Q3 2022
Reduced 28.57%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
3,000
shares
|
$650,940
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
2,995
shares
|
$649,855
0.32% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
2,990
shares
|
$648,770
1.64% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
2,989
shares
|
$648,553
0.44% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,988
shares
|
$648,336
0.11% of portfolio
|
Q4 2024
Added 7975.68%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
2,985
shares
|
$647,685
0.3% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
2,982
shares
|
$647,034
0.38% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
2,977
shares
|
$645,949
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
2,976
shares
|
$645,732
0.38% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
2,975
shares
|
$645,515
0.46% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
2,957
shares
|
$641,609
0.29% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
2,952
shares
|
$640,524
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
2,942
shares
|
$638,355
0.52% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
2,940
shares
|
$637,921
0.16% of portfolio
|
Q2 2024
Reduced 30.66%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
2,937
shares
|
$637,270
0.56% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
2,926
shares
|
$634,883
0.24% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
2,923
shares
|
$634,232
0.37% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
2,916
shares
|
$632,713
0.28% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
American Asset Management Inc.
|
Jan 16, 2025 Q4 2024 |
2,910
shares
|
$631,411
3.23% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
2,908
shares
|
$630,977
0.33% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,906
shares
|
$630,543
0.31% of portfolio
|
Q4 2024
Added 34.23%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,903
shares
|
$629,892
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
2,900
shares
|
$629,242
0.33% of portfolio
|
Q4 2024
Added 56.0%
|