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 |
|---|---|---|---|---|---|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
17,621
shares
|
$4.35 Million
3.76% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
17,616
shares
|
$4.35 Million
2.45% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
17,607
shares
|
$4.35 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
17,598
shares
|
$4.35 Million
1.14% of portfolio
|
Q4 2024
Reduced 19.76%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
17,582
shares
|
$4.34 Million
4.4% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
17,577
shares
|
$4.34 Million
2.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
17,575
shares
|
$4.34 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
17,567
shares
|
$4.34 Million
2.2% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
17,547
shares
|
$4.33 Million
1.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
17,543
shares
|
$4.33 Million
2.83% of portfolio
|
Q4 2024
Added 42.27%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
17,527
shares
|
$4.33 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
17,525
shares
|
$4.33 Million
3.14% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
17,503
shares
|
$4.32 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Feb 10, 2025 Q4 2024 |
17,500
shares
|
$4.32 Million
0.26% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Feb 14, 2025 Q4 2024 |
17,496
shares
|
$4.32 Million
2.12% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
17,486
shares
|
$4.32 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
17,481
shares
|
$4.32 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
17,470
shares
|
$4.32 Million
4.18% of portfolio
|
Q3 2022
Reduced 0.64%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
17,452
shares
|
$4.31 Million
0.11% of portfolio
|
Q4 2024
Added 49.6%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
17,444
shares
|
$4.31 Million
0.52% of portfolio
|
Q4 2024
Reduced 20.8%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
17,412
shares
|
$4.3 Million
2.73% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
17,405
shares
|
$4.3 Million
2.06% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
17,365
shares
|
$4.29 Million
3.48% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Rayliant Investment Research
Santa Monica, CA |
Feb 14, 2023 Q4 2022 |
17,344
shares
|
$4.28 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,338
shares
|
$4.28 Million
1.78% of portfolio
|
Q4 2024
Added 1.12%
|