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 |
|---|---|---|---|---|---|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
34,393
shares
|
$8.27 Million
2.41% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
34,318
shares
|
$8.25 Million
1.29% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
34,280
shares
|
$8.24 Million
6.6% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
34,268
shares
|
$8.24 Million
3.59% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
34,213
shares
|
$8.22 Million
4.54% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
34,181
shares
|
$8.22 Million
2.36% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
34,160
shares
|
$8.21 Million
5.59% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
34,133
shares
|
$8.2 Million
2.84% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
34,126
shares
|
$8.2 Million
3.31% of portfolio
|
Q4 2024
Added 77.5%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
34,115
shares
|
$8.2 Million
3.55% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
34,112
shares
|
$8.2 Million
2.18% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
34,108
shares
|
$8.2 Million
2.12% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
34,096
shares
|
$8.2 Million
1.95% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
34,039
shares
|
$8.18 Million
3.37% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
34,033
shares
|
$8.18 Million
2.09% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
33,975
shares
|
$8.17 Million
4.27% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
33,971
shares
|
$8.17 Million
4.49% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
33,921
shares
|
$8.15 Million
4.82% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
33,882
shares
|
$8.14 Million
0.5% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Asset Management Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
33,875
shares
|
$8.14 Million
6.82% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
33,871
shares
|
$8.14 Million
1.27% of portfolio
|
Q4 2024
Reduced 26.62%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
33,837
shares
|
$8.13 Million
0.27% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
33,820
shares
|
$8.13 Million
3.8% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
33,787
shares
|
$8.12 Million
4.45% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Arnhold LLC
|
Feb 14, 2025 Q4 2024 |
33,787
shares
|
$8.12 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.4%
|