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 |
|---|---|---|---|---|---|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
32,558
shares
|
$7.83 Million
5.66% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
32,463
shares
|
$7.8 Million
1.55% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Opus Investment Management Inc
|
Feb 11, 2025 Q4 2024 |
32,400
shares
|
$7.79 Million
5.99% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
32,399
shares
|
$7.79 Million
5.84% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
32,391
shares
|
$7.79 Million
6.2% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
32,351
shares
|
$7.78 Million
5.79% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
32,327
shares
|
$7.77 Million
6.16% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
32,311
shares
|
$7.77 Million
0.25% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
32,301
shares
|
$7.76 Million
2.78% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
32,300
shares
|
$7.76 Million
2.85% of portfolio
|
Q1 2024
Added 100.62%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
32,276
shares
|
$7.76 Million
2.15% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
32,251
shares
|
$7.75 Million
3.3% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Sea Town Holdings Pte. Ltd.
|
Jan 16, 2025 Q4 2024 |
32,222
shares
|
$7.74 Million
5.64% of portfolio
|
Q4 2024
Reduced 31.03%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
32,187
shares
|
$7.74 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
32,148
shares
|
$7.73 Million
2.88% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
32,124
shares
|
$7.72 Million
3.41% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
32,093
shares
|
$7.71 Million
6.37% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
32,083
shares
|
$7.71 Million
5.81% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
32,014
shares
|
$7.69 Million
3.38% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
32,005
shares
|
$7.69 Million
3.51% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
31,997
shares
|
$7.69 Million
3.41% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
31,987
shares
|
$7.69 Million
3.18% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
31,957
shares
|
$7.68 Million
3.3% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
31,952
shares
|
$7.68 Million
6.25% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
31,903
shares
|
$7.67 Million
6.92% of portfolio
|
Q3 2024
Added 0.77%
|