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 |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
33,102
shares
|
$7.96 Million
4.16% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
33,081
shares
|
$7.95 Million
2.74% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Long Road Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
33,051
shares
|
$7.94 Million
3.38% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
33,034
shares
|
$7.94 Million
3.05% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
33,033
shares
|
$7.94 Million
1.42% of portfolio
|
Q4 2024
Added 24.93%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
33,024
shares
|
$7.94 Million
1.67% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
33,019
shares
|
$7.94 Million
1.36% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
33,013
shares
|
$7.94 Million
4.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
33,005
shares
|
$7.93 Million
3.53% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Feb 11, 2025 Q4 2024 |
33,000
shares
|
$7.93 Million
6.69% of portfolio
|
Q1 2024
Reduced 31.25%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
32,994
shares
|
$7.93 Million
2.81% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
32,981
shares
|
$7.93 Million
5.7% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
32,973
shares
|
$7.93 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
32,968
shares
|
$7.92 Million
3.96% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
32,938
shares
|
$7.92 Million
3.6% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
32,928
shares
|
$7.91 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Front Street Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
32,888
shares
|
$7.9 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
32,855
shares
|
$7.9 Million
6.95% of portfolio
|
Q4 2024
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
32,804
shares
|
$7.88 Million
4.41% of portfolio
|
Q4 2022
Reduced 4.44%
|
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,789
shares
|
$7.88 Million
5.92% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
32,682
shares
|
$7.86 Million
3.53% of portfolio
|
Q4 2024
Added 34.69%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
32,675
shares
|
$7.85 Million
6.48% of portfolio
|
Q4 2024
New holding
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
32,672
shares
|
$7.85 Million
4.53% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
32,609
shares
|
$7.84 Million
4.41% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
32,578
shares
|
$7.83 Million
3.51% of portfolio
|
Q4 2024
Added 0.09%
|