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 |
|---|---|---|---|---|---|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
27,773
shares
|
$6.68 Million
5.4% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
27,767
shares
|
$6.67 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
27,728
shares
|
$6.66 Million
2.35% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
27,723
shares
|
$6.66 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
27,717
shares
|
$6.66 Million
4.64% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
27,710
shares
|
$6.66 Million
3.24% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
27,678
shares
|
$6.65 Million
4.92% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
27,667
shares
|
$6.65 Million
5.54% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
27,661
shares
|
$6.65 Million
2.52% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
27,644
shares
|
$6.64 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
27,625
shares
|
$6.64 Million
4.92% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
27,590
shares
|
$6.63 Million
0.49% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
27,571
shares
|
$6.63 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
27,547
shares
|
$6.62 Million
6.16% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Emerald Advisers, LLC
|
Feb 11, 2025 Q4 2024 |
27,509
shares
|
$6.61 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
27,509
shares
|
$6.61 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
27,475
shares
|
$6.6 Million
2.36% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
27,455
shares
|
$6.6 Million
2.64% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
27,440
shares
|
$6.6 Million
1.74% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
27,433
shares
|
$6.59 Million
1.27% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
27,394
shares
|
$6.58 Million
3.47% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
27,394
shares
|
$6.58 Million
3.86% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,346
shares
|
$6.57 Million
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
27,341
shares
|
$6.57 Million
2.63% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
27,335
shares
|
$6.57 Million
1.54% of portfolio
|
Q4 2024
Added 42.17%
|