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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
31,370
shares
|
$7.54 Million
4.77% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
31,321
shares
|
$7.53 Million
1.38% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
31,306
shares
|
$7.52 Million
4.94% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
31,281
shares
|
$7.52 Million
4.21% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
31,277
shares
|
$7.52 Million
3.95% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
31,262
shares
|
$7.51 Million
2.86% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Feb 13, 2025 Q4 2024 |
31,177
shares
|
$7.49 Million
6.46% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
31,151
shares
|
$7.49 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Feb 03, 2025 Q4 2024 |
31,151
shares
|
$7.49 Million
7.7% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
31,150
shares
|
$7.49 Million
0.7% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
31,130
shares
|
$7.48 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
31,121
shares
|
$7.48 Million
3.29% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
31,118
shares
|
$7.48 Million
5.46% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
31,110
shares
|
$7.48 Million
2.42% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Dempze Nancy E
|
Feb 12, 2025 Q4 2024 |
31,081
shares
|
$7.47 Million
4.96% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
31,061
shares
|
$7.47 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
31,060
shares
|
$7.47 Million
8.34% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
31,009
shares
|
$7.45 Million
3.32% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
31,009
shares
|
$7.45 Million
3.41% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
30,971
shares
|
$7.44 Million
1.33% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
30,924
shares
|
$7.43 Million
3.64% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
30,917
shares
|
$7.43 Million
2.76% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
30,902
shares
|
$7.43 Million
7.59% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
30,893
shares
|
$7.43 Million
3.96% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
30,877
shares
|
$7.42 Million
5.04% of portfolio
|
Q4 2024
Added 4.64%
|