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 |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,885
shares
|
$2.94 Million
2.29% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
11,868
shares
|
$2.93 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Silphium Asset Management LTD
London, X0 |
Feb 05, 2025 Q4 2024 |
11,866
shares
|
$2.93 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
11,861
shares
|
$2.93 Million
1.22% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
11,848
shares
|
$2.93 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
11,842
shares
|
$2.93 Million
1.87% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
11,818
shares
|
$2.92 Million
2.53% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
11,800
shares
|
$2.92 Million
1.54% of portfolio
|
Q4 2024
Reduced 21.85%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
11,783
shares
|
$2.91 Million
2.29% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
11,779
shares
|
$2.91 Million
1.94% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
11,771
shares
|
$2.91 Million
1.84% of portfolio
|
Q2 2023
Reduced 5.92%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
11,765
shares
|
$2.91 Million
1.72% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
11,727
shares
|
$2.9 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
11,724
shares
|
$2.9 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
11,719
shares
|
$2.9 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
11,695
shares
|
$2.89 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
11,685
shares
|
$2.89 Million
0.3% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,643
shares
|
$2.88 Million
0.87% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
11,619
shares
|
$2.87 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
11,601
shares
|
$2.87 Million
3.5% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Factorial Partners, LLC
|
Feb 05, 2025 Q4 2024 |
11,600
shares
|
$2.87 Million
1.84% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
11,594
shares
|
$2.86 Million
0.88% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
11,567
shares
|
$2.86 Million
0.58% of portfolio
|
Q4 2024
Added 492.88%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,566
shares
|
$2.86 Million
0.59% of portfolio
|
Q4 2024
Added 41.41%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
11,543
shares
|
$2.85 Million
1.7% of portfolio
|
Q4 2024
Reduced 9.81%
|