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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
64,498
shares
|
$14.7 Million
3.04% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
64,444
shares
|
$14.7 Million
3.97% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
64,393
shares
|
$14.7 Million
5.48% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
64,295
shares
|
$14.6 Million
10.53% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
64,229
shares
|
$14.6 Million
3.28% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
64,207
shares
|
$14.6 Million
5.25% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
64,179
shares
|
$14.6 Million
4.5% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
64,021
shares
|
$14.6 Million
1.7% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
64,020
shares
|
$14.6 Million
3.58% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
64,010
shares
|
$14.6 Million
14.53% of portfolio
|
Q2 2022
Reduced 1.99%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
63,885
shares
|
$14.5 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
63,871
shares
|
$14.5 Million
7.7% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
63,861
shares
|
$14.5 Million
3.71% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
63,847
shares
|
$14.5 Million
4.58% of portfolio
|
Q4 2022
Added 4.27%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
63,796
shares
|
$14.5 Million
2.93% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
63,794
shares
|
$14.5 Million
4.31% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
63,613
shares
|
$14.5 Million
7.88% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
63,509
shares
|
$14.5 Million
10.83% of portfolio
|
Q3 2022
Reduced 2.34%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
63,485
shares
|
$14.5 Million
5.43% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
63,389
shares
|
$14.4 Million
3.81% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
63,340
shares
|
$14.4 Million
3.79% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
63,299
shares
|
$14.4 Million
2.33% of portfolio
|
Q3 2024
Added 989.48%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
63,256
shares
|
$14.4 Million
7.55% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
63,143
shares
|
$14.4 Million
5.34% of portfolio
|
Q4 2024
Reduced 30.82%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
63,053
shares
|
$14.4 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.34%
|