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 |
|---|---|---|---|---|---|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
44,797
shares
|
$10.8 Million
9.23% of portfolio
|
Q4 2024
New holding
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
44,735
shares
|
$10.8 Million
7.86% of portfolio
|
Q4 2024
New holding
|
|
|
Alphadyne Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
44,708
shares
|
$10.7 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
44,647
shares
|
$10.7 Million
3.69% of portfolio
|
Q1 2023
Reduced 6.0%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
44,640
shares
|
$10.7 Million
3.18% of portfolio
|
Q4 2023
Reduced 56.7%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
44,640
shares
|
$10.7 Million
7.9% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Delaney Dennis R
Boston, MA |
Feb 13, 2025 Q4 2024 |
44,628
shares
|
$10.7 Million
5.99% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
44,558
shares
|
$10.7 Million
1.7% of portfolio
|
Q4 2024
Added 24.7%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
44,546
shares
|
$10.7 Million
4.57% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
44,481
shares
|
$10.7 Million
4.11% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
44,466
shares
|
$10.7 Million
8.62% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
44,447
shares
|
$10.7 Million
2.25% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
44,296
shares
|
$10.6 Million
2.29% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
44,260
shares
|
$10.6 Million
4.73% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,251
shares
|
$10.6 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
44,214
shares
|
$10.6 Million
9.31% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
44,158
shares
|
$10.6 Million
2.49% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
44,121
shares
|
$10.6 Million
6.47% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 30, 2025 Q4 2024 |
44,097
shares
|
$10.6 Million
8.25% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,056
shares
|
$10.6 Million
1.06% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
44,039
shares
|
$10.6 Million
2.98% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
44,007
shares
|
$10.6 Million
4.92% of portfolio
|
Q4 2024
Added 97.61%
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
Feb 13, 2025 Q4 2024 |
44,000
shares
|
$10.6 Million
7.75% of portfolio
|
Q2 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
43,912
shares
|
$10.6 Million
0.93% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Feb 12, 2025 Q4 2024 |
43,901
shares
|
$10.6 Million
8.51% of portfolio
|
Q4 2024
Reduced 2.19%
|