Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,240 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 $2.24 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
12,741
shares
|
$3.15 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
12,738
shares
|
$3.15 Million
2.3% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
12,728
shares
|
$3.15 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
12,705
shares
|
$3.14 Million
1.71% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
12,702
shares
|
$3.14 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
12,666
shares
|
$3.13 Million
0.5% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
12,661
shares
|
$3.13 Million
6.12% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
12,657
shares
|
$3.13 Million
1.44% of portfolio
|
Q4 2023
Reduced 11.62%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
12,651
shares
|
$3.13 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
12,634
shares
|
$3.12 Million
1.97% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,617
shares
|
$3.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 72.09%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
12,612
shares
|
$3.12 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
12,609
shares
|
$3.12 Million
0.97% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
12,606
shares
|
$3.11 Million
1.23% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
12,602
shares
|
$3.11 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
12,580
shares
|
$3.11 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
12,573
shares
|
$3.11 Million
0.55% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12,545
shares
|
$3.1 Million
1.38% of portfolio
|
Q4 2024
Added 45.92%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
12,540
shares
|
$3.1 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
12,529
shares
|
$3.1 Million
3.62% of portfolio
|
Q4 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
12,524
shares
|
$3.09 Million
1.2% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
12,517
shares
|
$3.09 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
12,515
shares
|
$3.09 Million
3.27% of portfolio
|
Q4 2024
New holding
|
|
|
New Gen Asset Management LTD
|
Feb 14, 2025 Q4 2024 |
12,500
shares
|
$3.09 Million
3.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
12,453
shares
|
$3.08 Million
0.82% of portfolio
|
Q4 2024
Reduced 7.24%
|