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 |
|---|---|---|---|---|---|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
10,478
shares
|
$2.59 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
10,476
shares
|
$2.59 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
10,461
shares
|
$2.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
10,457
shares
|
$2.58 Million
0.79% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
10,448
shares
|
$2.58 Million
0.74% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
10,423
shares
|
$2.58 Million
1.01% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
10,420
shares
|
$2.57 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
10,413
shares
|
$2.57 Million
1.6% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
10,381
shares
|
$2.57 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
10,361
shares
|
$2.56 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
10,349
shares
|
$2.56 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,341
shares
|
$2.56 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
10,340
shares
|
$2.56 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
10,329
shares
|
$2.55 Million
2.57% of portfolio
|
Q2 2024
Added 11.8%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
10,321
shares
|
$2.55 Million
1.05% of portfolio
|
Q4 2024
Added 59.87%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
10,317
shares
|
$2.55 Million
2.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
10,309
shares
|
$2.55 Million
2.08% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
10,288
shares
|
$2.54 Million
1.23% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,264
shares
|
$2.54 Million
4.64% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
10,248
shares
|
$2.53 Million
0.48% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
10,223
shares
|
$2.53 Million
2.03% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
10,199
shares
|
$2.52 Million
2.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
10,194
shares
|
$2.52 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
10,180
shares
|
$2.52 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
10,177
shares
|
$2.51 Million
0.71% of portfolio
|
Q4 2024
Added 2.08%
|