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 |
|---|---|---|---|---|---|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
27,312
shares
|
$6.56 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
27,298
shares
|
$6.56 Million
1.89% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
27,283
shares
|
$6.56 Million
6.47% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
27,249
shares
|
$6.55 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
27,231
shares
|
$6.55 Million
5.44% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
27,230
shares
|
$6.55 Million
3.18% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
27,213
shares
|
$6.54 Million
2.48% of portfolio
|
Q1 2024
Added 138.4%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
27,195
shares
|
$6.54 Million
2.99% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Redwood Investments, LLC
|
Feb 14, 2025 Q4 2024 |
27,183
shares
|
$6.53 Million
1.98% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
27,174
shares
|
$6.53 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
27,168
shares
|
$6.53 Million
0.88% of portfolio
|
Q1 2024
Reduced 18.02%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
27,140
shares
|
$6.52 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
27,139
shares
|
$6.52 Million
3.61% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
27,138
shares
|
$6.52 Million
0.64% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
27,135
shares
|
$6.52 Million
2.06% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
27,101
shares
|
$6.51 Million
5.1% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
27,090
shares
|
$6.51 Million
4.02% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
27,069
shares
|
$6.51 Million
0.56% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
27,065
shares
|
$6.51 Million
4.73% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,061
shares
|
$6.5 Million
2.32% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
27,054
shares
|
$6.5 Million
3.03% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
27,052
shares
|
$6.5 Million
5.85% of portfolio
|
Q4 2024
Added 135.28%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
27,047
shares
|
$6.5 Million
0.97% of portfolio
|
Q4 2024
Reduced 28.58%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
27,016
shares
|
$6.49 Million
5.37% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
26,978
shares
|
$6.48 Million
4.17% of portfolio
|
Q3 2024
Added 23.01%
|