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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
11,530
shares
|
$2.85 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
11,512
shares
|
$2.84 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
11,509
shares
|
$2.84 Million
0.9% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
11,505
shares
|
$2.84 Million
9.88% of portfolio
|
Q3 2022
Reduced 87.3%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
11,500
shares
|
$2.84 Million
0.51% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
11,497
shares
|
$2.84 Million
1.83% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
11,491
shares
|
$2.84 Million
1.41% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,486
shares
|
$2.84 Million
0.62% of portfolio
|
Q3 2023
Reduced 2.06%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
11,458
shares
|
$2.83 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
11,429
shares
|
$2.82 Million
1.6% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
11,423
shares
|
$2.82 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
11,409
shares
|
$2.82 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Feb 06, 2025 Q4 2024 |
11,407
shares
|
$2.82 Million
0.48% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
11,401
shares
|
$2.82 Million
2.86% of portfolio
|
Q4 2024
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
11,392
shares
|
$2.81 Million
1.05% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
11,391
shares
|
$2.81 Million
1.93% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Feb 18, 2025 Q4 2024 |
11,384
shares
|
$2.81 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
11,380
shares
|
$2.81 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
11,374
shares
|
$2.81 Million
0.62% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
11,365
shares
|
$2.81 Million
1.55% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
11,362
shares
|
$2.81 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
11,354
shares
|
$2.81 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
11,331
shares
|
$2.8 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
11,330
shares
|
$2.8 Million
0.74% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
11,316
shares
|
$2.8 Million
0.56% of portfolio
|
Q4 2024
Added 0.2%
|