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 |
|---|---|---|---|---|---|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
33,775
shares
|
$8.12 Million
4.08% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
33,761
shares
|
$8.11 Million
4.72% of portfolio
|
Q4 2024
Reduced 24.43%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
33,749
shares
|
$8.11 Million
4.37% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
33,718
shares
|
$8.1 Million
7.83% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
33,703
shares
|
$8.1 Million
7.96% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
33,657
shares
|
$8.09 Million
5.14% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
33,645
shares
|
$8.09 Million
6.79% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
33,621
shares
|
$8.08 Million
3.57% of portfolio
|
Q4 2024
Added 178.87%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
33,541
shares
|
$8.06 Million
2.93% of portfolio
|
Q1 2024
Reduced 24.66%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
33,459
shares
|
$8.04 Million
3.71% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
33,455
shares
|
$8.04 Million
3.36% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
33,426
shares
|
$8.03 Million
7.53% of portfolio
|
Q3 2023
Reduced 4.66%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
33,403
shares
|
$8.03 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
33,378
shares
|
$8.02 Million
3.94% of portfolio
|
Q4 2024
Added 41.47%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
33,373
shares
|
$8.02 Million
4.28% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
33,337
shares
|
$8.01 Million
2.44% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
33,285
shares
|
$8 Million
1.2% of portfolio
|
Q4 2024
Added 214.31%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33,281
shares
|
$8 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
33,272
shares
|
$8 Million
6.24% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
33,219
shares
|
$7.98 Million
7.08% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
33,211
shares
|
$7.98 Million
1.96% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
33,131
shares
|
$7.96 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
33,119
shares
|
$7.96 Million
2.33% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
33,116
shares
|
$7.96 Million
4.18% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
33,103
shares
|
$7.96 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.85%
|