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 |
|---|---|---|---|---|---|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
31,862
shares
|
$7.66 Million
0.77% of portfolio
|
Q4 2024
Reduced 92.92%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
31,858
shares
|
$7.66 Million
2.44% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
31,824
shares
|
$7.65 Million
4.81% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
31,818
shares
|
$7.65 Million
3.82% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
31,816
shares
|
$7.65 Million
3.1% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
31,808
shares
|
$7.65 Million
2.08% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
31,660
shares
|
$7.61 Million
3.48% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
31,647
shares
|
$7.61 Million
0.6% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
31,636
shares
|
$7.6 Million
3.58% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
31,616
shares
|
$7.6 Million
0.7% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
31,605
shares
|
$7.6 Million
5.77% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
31,603
shares
|
$7.6 Million
7.22% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
31,595
shares
|
$7.59 Million
5.77% of portfolio
|
Q4 2024
New holding
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
31,565
shares
|
$7.59 Million
4.99% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
31,565
shares
|
$7.59 Million
3.12% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
31,525
shares
|
$7.58 Million
8.09% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
31,523
shares
|
$7.58 Million
3.29% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
31,496
shares
|
$7.57 Million
2.82% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
31,481
shares
|
$7.57 Million
2.58% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
31,453
shares
|
$7.56 Million
6.34% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
31,410
shares
|
$7.55 Million
3.89% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
31,409
shares
|
$7.55 Million
4.35% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
31,388
shares
|
$7.54 Million
0.98% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
31,388
shares
|
$7.54 Million
5.85% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
31,386
shares
|
$7.54 Million
5.75% of portfolio
|
Q3 2022
Reduced 0.44%
|