Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,242 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 $2.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
22,751
shares
|
$5.47 Million
1.47% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
22,750
shares
|
$5.47 Million
2.36% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
22,741
shares
|
$5.47 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
22,725
shares
|
$5.46 Million
1.59% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
22,691
shares
|
$5.45 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
22,686
shares
|
$5.45 Million
2.23% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
22,683
shares
|
$5.45 Million
2.26% of portfolio
|
Q4 2022
Reduced 2.16%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
22,671
shares
|
$5.45 Million
2.45% of portfolio
|
Q1 2024
Added 13.93%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
22,661
shares
|
$5.45 Million
5.9% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
22,605
shares
|
$5.43 Million
3.78% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
22,583
shares
|
$5.43 Million
6.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
22,503
shares
|
$5.41 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
22,498
shares
|
$5.41 Million
4.85% of portfolio
|
Q4 2024
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
22,450
shares
|
$5.4 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
22,430
shares
|
$5.39 Million
5.14% of portfolio
|
Q3 2023
Reduced 0.88%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
22,416
shares
|
$5.39 Million
4.37% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
22,396
shares
|
$5.38 Million
0.23% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
22,353
shares
|
$5.37 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
22,318
shares
|
$5.36 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
22,313
shares
|
$5.36 Million
1.64% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
22,293
shares
|
$5.36 Million
2.74% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
22,282
shares
|
$5.36 Million
3.97% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
22,282
shares
|
$5.36 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
22,261
shares
|
$5.35 Million
3.85% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
22,261
shares
|
$5.35 Million
0.12% of portfolio
|
Q4 2024
Added 10.59%
|