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 |
|---|---|---|---|---|---|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
25,861
shares
|
$6.22 Million
5.26% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
25,829
shares
|
$6.21 Million
4.66% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
25,828
shares
|
$6.21 Million
2.11% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
25,813
shares
|
$6.2 Million
4.49% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
25,788
shares
|
$6.2 Million
3.0% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
25,785
shares
|
$6.2 Million
2.01% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Unio Capital LLC
|
Feb 14, 2025 Q4 2024 |
25,784
shares
|
$6.2 Million
2.31% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
25,772
shares
|
$6.19 Million
1.99% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
25,769
shares
|
$6.19 Million
2.18% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
25,748
shares
|
$6.19 Million
9.38% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
25,734
shares
|
$6.19 Million
2.84% of portfolio
|
Q4 2024
Reduced 64.42%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
25,734
shares
|
$6.19 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
25,713
shares
|
$6.18 Million
1.62% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
25,688
shares
|
$6.17 Million
0.95% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
25,674
shares
|
$6.17 Million
2.72% of portfolio
|
Q4 2023
Reduced 8.35%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
25,664
shares
|
$6.17 Million
1.18% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Jan 23, 2025 Q4 2024 |
25,654
shares
|
$6.17 Million
5.19% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
25,653
shares
|
$6.17 Million
2.84% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
25,645
shares
|
$6.16 Million
1.91% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
25,633
shares
|
$6.16 Million
1.75% of portfolio
|
Q4 2024
Added 25.78%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
25,594
shares
|
$6.15 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
25,588
shares
|
$6.15 Million
3.33% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
25,580
shares
|
$6.15 Million
1.25% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
25,563
shares
|
$6.14 Million
4.07% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
25,539
shares
|
$6.14 Million
3.0% of portfolio
|
Q4 2024
Reduced 1.02%
|