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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
35,047
shares
|
$8.42 Million
5.6% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
35,031
shares
|
$8.42 Million
1.39% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
35,026
shares
|
$8.42 Million
2.46% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
35,003
shares
|
$8.41 Million
3.99% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
34,980
shares
|
$8.41 Million
2.27% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
34,976
shares
|
$8.41 Million
2.36% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
34,883
shares
|
$8.38 Million
7.08% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
34,806
shares
|
$8.37 Million
3.48% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
34,806
shares
|
$8.37 Million
7.53% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
34,802
shares
|
$8.37 Million
4.38% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
34,797
shares
|
$8.36 Million
3.88% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
34,795
shares
|
$8.36 Million
4.46% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
34,783
shares
|
$8.36 Million
2.81% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
34,780
shares
|
$8.36 Million
1.52% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
34,768
shares
|
$8.36 Million
3.27% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
34,767
shares
|
$8.36 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
34,741
shares
|
$8.35 Million
0.2% of portfolio
|
Q4 2024
Added 93.62%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
34,721
shares
|
$8.35 Million
2.94% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
34,712
shares
|
$8.34 Million
4.21% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
34,667
shares
|
$8.33 Million
2.24% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
34,660
shares
|
$8.33 Million
6.86% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
34,527
shares
|
$8.3 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
34,505
shares
|
$8.29 Million
3.66% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
34,433
shares
|
$8.28 Million
2.21% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
34,412
shares
|
$8.27 Million
3.02% of portfolio
|
Q4 2024
Added 0.81%
|