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 |
|---|---|---|---|---|---|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
26,434
shares
|
$6.35 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
26,417
shares
|
$6.35 Million
3.06% of portfolio
|
Q2 2023
Reduced 0.59%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
26,403
shares
|
$6.35 Million
3.43% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
26,389
shares
|
$6.34 Million
4.51% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
26,351
shares
|
$6.33 Million
1.27% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
26,308
shares
|
$6.32 Million
6.05% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
26,286
shares
|
$6.32 Million
2.35% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
26,271
shares
|
$6.31 Million
1.25% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
26,239
shares
|
$6.31 Million
1.58% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
26,165
shares
|
$6.29 Million
3.59% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
26,024
shares
|
$6.26 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Feb 14, 2025 Q4 2024 |
26,023
shares
|
$6.25 Million
0.26% of portfolio
|
Q4 2024
Added 29.02%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
26,020
shares
|
$6.25 Million
0.4% of portfolio
|
Q4 2022
Added 2.04%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Feb 13, 2025 Q4 2024 |
26,000
shares
|
$6.25 Million
1.2% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
25,999
shares
|
$6.25 Million
7.2% of portfolio
|
Q4 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
25,992
shares
|
$6.25 Million
2.76% of portfolio
|
Q4 2024
Reduced 49.24%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
25,991
shares
|
$6.25 Million
2.68% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
25,979
shares
|
$6.24 Million
2.72% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
25,965
shares
|
$6.24 Million
4.74% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
25,950
shares
|
$6.24 Million
2.56% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
25,924
shares
|
$6.23 Million
3.9% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
25,921
shares
|
$6.23 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
25,921
shares
|
$6.23 Million
1.67% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
25,909
shares
|
$6.23 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
25,886
shares
|
$6.22 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.85%
|