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 |
|---|---|---|---|---|---|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
26,976
shares
|
$6.48 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
26,952
shares
|
$6.48 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
26,948
shares
|
$6.48 Million
3.66% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
26,947
shares
|
$6.48 Million
4.05% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
26,902
shares
|
$6.47 Million
1.71% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
26,881
shares
|
$6.46 Million
4.48% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
26,862
shares
|
$6.46 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
26,830
shares
|
$6.45 Million
1.31% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
26,817
shares
|
$6.45 Million
3.7% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
26,807
shares
|
$6.44 Million
3.41% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
26,789
shares
|
$6.44 Million
4.21% of portfolio
|
Q4 2024
New holding
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
26,731
shares
|
$6.43 Million
4.42% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
26,702
shares
|
$6.42 Million
6.11% of portfolio
|
Q3 2022
Reduced 0.56%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
26,661
shares
|
$6.41 Million
3.29% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
26,638
shares
|
$6.4 Million
0.62% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
26,629
shares
|
$6.4 Million
4.06% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
26,624
shares
|
$6.4 Million
2.36% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
26,623
shares
|
$6.4 Million
4.72% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
26,605
shares
|
$6.39 Million
2.5% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
26,572
shares
|
$6.39 Million
2.56% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
26,513
shares
|
$6.37 Million
6.69% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
26,503
shares
|
$6.37 Million
0.58% of portfolio
|
Q4 2024
Added 47.15%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
26,502
shares
|
$6.37 Million
2.61% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Elefante Mark B
Boston, MA |
Feb 13, 2025 Q4 2024 |
26,499
shares
|
$6.37 Million
6.06% of portfolio
|
Q4 2024
Added 504.86%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
26,496
shares
|
$6.37 Million
3.01% of portfolio
|
Q4 2024
Added 4.05%
|