Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,236 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.22 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
2,031
shares
|
$498,712
0.22% of portfolio
|
Q4 2024
Added 96.99%
|
|
|
Stack Financial Management, Inc
|
Feb 04, 2025 Q4 2024 |
2,021
shares
|
$496,256
0.05% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
2,018
shares
|
$495,519
0.27% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Jan 22, 2025 Q4 2024 |
2,013
shares
|
$494,292
0.39% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,012
shares
|
$494,046
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
2,000
shares
|
$491,100
0.21% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,000
shares
|
$491,100
4.05% of portfolio
|
Q3 2020
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,996
shares
|
$490,117
0.39% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
1,983
shares
|
$486,925
0.23% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
1,982
shares
|
$486,680
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
1,974
shares
|
$484,715
0.44% of portfolio
|
Q4 2024
Added 96.61%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
1,968
shares
|
$483,242
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
1,967
shares
|
$482,996
0.2% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
1,963
shares
|
$482,014
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
1,960
shares
|
$481,278
0.29% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,954
shares
|
$479,804
0.08% of portfolio
|
Q4 2022
Reduced 9.75%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
1,938
shares
|
$475,875
0.42% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
1,934
shares
|
$474,893
0.12% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
1,933
shares
|
$474,648
0.24% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,927
shares
|
$473,174
0.23% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,923
shares
|
$472,192
0.01% of portfolio
|
Q3 2024
Reduced 93.57%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
1,901
shares
|
$466,790
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,885
shares
|
$462,861
17.66% of portfolio
|
Q4 2023
Reduced 97.61%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
1,872
shares
|
$459,669
0.25% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,855
shares
|
$455,495
0.27% of portfolio
|
Q4 2024
Reduced 11.88%
|