Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,245 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 $2.17 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
50,344
shares
|
$12.1 Million
6.58% of portfolio
|
Q4 2024
New holding
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
50,308
shares
|
$12.1 Million
1.32% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
50,277
shares
|
$12.1 Million
6.5% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
50,274
shares
|
$12.1 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
50,264
shares
|
$12.1 Million
4.92% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
50,178
shares
|
$12.1 Million
5.85% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
50,151
shares
|
$12.1 Million
7.1% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
50,118
shares
|
$12 Million
2.27% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
50,100
shares
|
$12 Million
1.08% of portfolio
|
Q3 2024
Reduced 48.83%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
50,073
shares
|
$12 Million
6.53% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
50,033
shares
|
$12 Million
1.97% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
50,028
shares
|
$12 Million
3.47% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Sitrin Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
49,995
shares
|
$12 Million
6.7% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
49,990
shares
|
$12 Million
11.66% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
49,927
shares
|
$12 Million
3.67% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
49,889
shares
|
$12 Million
5.13% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
49,867
shares
|
$12 Million
7.63% of portfolio
|
Q4 2024
New holding
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
49,855
shares
|
$12 Million
3.52% of portfolio
|
Q4 2024
Added 24.98%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
49,798
shares
|
$12 Million
11.0% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
49,709
shares
|
$11.9 Million
3.2% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
49,707
shares
|
$11.9 Million
5.8% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
49,670
shares
|
$11.9 Million
4.82% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
49,665
shares
|
$11.9 Million
4.4% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
49,601
shares
|
$11.9 Million
3.71% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
49,538
shares
|
$11.9 Million
5.13% of portfolio
|
Q4 2024
Reduced 0.02%
|