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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
18,783
shares
|
$4.64 Million
3.63% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,749
shares
|
$4.63 Million
2.07% of portfolio
|
Q4 2022
Added 2.43%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
18,723
shares
|
$4.63 Million
2.33% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
18,703
shares
|
$4.62 Million
3.24% of portfolio
|
Q4 2023
Added 1.63%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
18,690
shares
|
$4.62 Million
1.88% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
18,682
shares
|
$4.62 Million
0.78% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,669
shares
|
$4.61 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
18,655
shares
|
$4.61 Million
2.35% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
18,647
shares
|
$4.61 Million
3.73% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
18,644
shares
|
$4.61 Million
2.67% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
18,631
shares
|
$4.6 Million
4.1% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
18,577
shares
|
$4.59 Million
2.39% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
18,574
shares
|
$4.59 Million
2.62% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,564
shares
|
$4.59 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
18,526
shares
|
$4.58 Million
3.27% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
18,521
shares
|
$4.58 Million
1.72% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
18,485
shares
|
$4.57 Million
2.97% of portfolio
|
Q4 2024
Reduced 49.65%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
18,485
shares
|
$4.57 Million
1.2% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
18,482
shares
|
$4.57 Million
3.56% of portfolio
|
Q3 2022
Reduced 0.35%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
18,447
shares
|
$4.56 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
18,432
shares
|
$4.55 Million
1.27% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,429
shares
|
$4.55 Million
0.89% of portfolio
|
Q4 2024
Added 35.21%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
18,421
shares
|
$4.55 Million
3.59% of portfolio
|
Q4 2024
New holding
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
18,417
shares
|
$4.55 Million
3.5% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
18,378
shares
|
$4.54 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.88%
|