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 |
|---|---|---|---|---|---|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
18,348
shares
|
$4.53 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
18,327
shares
|
$4.53 Million
6.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
18,305
shares
|
$4.52 Million
2.38% of portfolio
|
Q4 2024
Added 37.27%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
18,291
shares
|
$4.52 Million
2.22% of portfolio
|
Q1 2022
Added 1.49%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
18,277
shares
|
$4.52 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
18,261
shares
|
$4.51 Million
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
18,256
shares
|
$4.51 Million
1.58% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
18,248
shares
|
$4.51 Million
4.17% of portfolio
|
Q4 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
18,230
shares
|
$4.5 Million
1.33% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
18,215
shares
|
$4.5 Million
0.88% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
18,178
shares
|
$4.49 Million
2.12% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
18,176
shares
|
$4.49 Million
2.4% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
18,173
shares
|
$4.49 Million
0.55% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
18,135
shares
|
$4.48 Million
1.49% of portfolio
|
Q1 2022
Added 8.51%
|
|
|
Arlington Partners LLC
|
Jan 29, 2025 Q4 2024 |
18,128
shares
|
$4.48 Million
1.87% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
18,116
shares
|
$4.48 Million
1.53% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
18,102
shares
|
$4.47 Million
2.17% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
18,096
shares
|
$4.47 Million
2.35% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
18,084
shares
|
$4.47 Million
2.85% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
18,076
shares
|
$4.47 Million
0.85% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
18,069
shares
|
$4.46 Million
0.12% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
18,060
shares
|
$4.46 Million
2.73% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,054
shares
|
$4.46 Million
3.13% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Portland Hill Asset Management LTD
London, X0 |
May 31, 2024 Q1 2024 |
18,048
shares
|
$4.46 Million
7.56% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
18,002
shares
|
$4.45 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.09%
|