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 |
|---|---|---|---|---|---|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
19,172
shares
|
$4.74 Million
5.91% of portfolio
|
Q4 2024
Reduced 29.57%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
19,166
shares
|
$4.73 Million
15.05% of portfolio
|
Q4 2023
Reduced 10.07%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
19,163
shares
|
$4.73 Million
2.86% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
19,160
shares
|
$4.73 Million
3.02% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
19,126
shares
|
$4.72 Million
2.36% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Glynn Capital Management LLC
|
Feb 10, 2025 Q4 2024 |
19,125
shares
|
$4.72 Million
1.4% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
19,121
shares
|
$4.72 Million
3.37% of portfolio
|
Q1 2024
Added 111.94%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
19,118
shares
|
$4.72 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
19,098
shares
|
$4.72 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
19,096
shares
|
$4.72 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
19,041
shares
|
$4.7 Million
2.56% of portfolio
|
Q4 2024
Reduced 49.95%
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
19,034
shares
|
$4.7 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
19,033
shares
|
$4.7 Million
2.23% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
19,028
shares
|
$4.7 Million
2.58% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
19,023
shares
|
$4.7 Million
5.11% of portfolio
|
Q3 2023
Reduced 29.27%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
19,016
shares
|
$4.7 Million
2.13% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
19,009
shares
|
$4.7 Million
2.11% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
18,964
shares
|
$4.68 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
18,950
shares
|
$4.68 Million
4.65% of portfolio
|
Q2 2022
Added 7.23%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
18,929
shares
|
$4.68 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
18,927
shares
|
$4.68 Million
1.49% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
18,924
shares
|
$4.67 Million
3.95% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
18,858
shares
|
$4.66 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
18,852
shares
|
$4.66 Million
4.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
18,793
shares
|
$4.64 Million
3.24% of portfolio
|
Q4 2024
Reduced 1.15%
|