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 |
|---|---|---|---|---|---|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
36,966
shares
|
$8.89 Million
5.32% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
36,922
shares
|
$8.87 Million
4.34% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
36,909
shares
|
$8.87 Million
2.1% of portfolio
|
Q2 2023
Added 152.59%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
36,903
shares
|
$8.87 Million
4.81% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
36,897
shares
|
$8.87 Million
1.71% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
36,886
shares
|
$8.87 Million
3.39% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,886
shares
|
$8.87 Million
1.6% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,812
shares
|
$8.85 Million
3.66% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
36,791
shares
|
$8.84 Million
6.53% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
36,789
shares
|
$8.84 Million
4.33% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
36,767
shares
|
$8.84 Million
4.8% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
36,751
shares
|
$8.83 Million
2.21% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
36,726
shares
|
$8.83 Million
3.37% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Rip Road Capital Partners LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
36,700
shares
|
$8.82 Million
9.16% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
36,676
shares
|
$8.82 Million
7.21% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
36,603
shares
|
$8.8 Million
3.4% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
36,569
shares
|
$8.79 Million
3.44% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
36,547
shares
|
$8.78 Million
1.3% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
36,536
shares
|
$8.78 Million
0.49% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
36,526
shares
|
$8.78 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
36,465
shares
|
$8.76 Million
7.46% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Feb 13, 2025 Q4 2024 |
36,437
shares
|
$8.76 Million
5.53% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
36,436
shares
|
$8.76 Million
6.81% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,432
shares
|
$8.76 Million
4.34% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
36,402
shares
|
$8.75 Million
2.43% of portfolio
|
Q4 2024
Added 1.11%
|