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 |
|---|---|---|---|---|---|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
12,427
shares
|
$3.07 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
12,421
shares
|
$3.07 Million
1.43% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
12,386
shares
|
$3.06 Million
0.91% of portfolio
|
Q4 2024
Added 41.17%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
12,377
shares
|
$3.06 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
12,374
shares
|
$3.06 Million
0.12% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
12,364
shares
|
$3.06 Million
2.18% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
12,352
shares
|
$3.05 Million
1.97% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
12,349
shares
|
$3.05 Million
0.41% of portfolio
|
Q4 2024
Reduced 27.21%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
12,348
shares
|
$3.05 Million
5.6% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Feb 14, 2025 Q4 2024 |
12,335
shares
|
$3.05 Million
0.08% of portfolio
|
Q2 2023
Reduced 6.62%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
12,325
shares
|
$3.05 Million
2.67% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
12,309
shares
|
$3.04 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Feb 18, 2025 Q4 2024 |
12,306
shares
|
$3.04 Million
0.37% of portfolio
|
Q3 2024
Reduced 38.58%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
12,283
shares
|
$3.04 Million
0.72% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
12,275
shares
|
$3.03 Million
0.78% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
12,270
shares
|
$3.03 Million
4.0% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,242
shares
|
$3.02 Million
2.0% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
12,235
shares
|
$3.02 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
12,229
shares
|
$3.02 Million
1.85% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,221
shares
|
$3.02 Million
1.95% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
12,187
shares
|
$3.01 Million
1.41% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
12,167
shares
|
$3.01 Million
2.18% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
12,167
shares
|
$3.01 Million
1.49% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
12,166
shares
|
$3.01 Million
2.07% of portfolio
|
Q4 2024
Reduced 62.96%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
12,164
shares
|
$3.01 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.61%
|