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 |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
9,105
shares
|
$2.25 Million
0.84% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
9,104
shares
|
$2.25 Million
1.94% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
9,103
shares
|
$2.25 Million
4.24% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
9,097
shares
|
$2.25 Million
1.3% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
9,093
shares
|
$2.25 Million
1.57% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
9,090
shares
|
$2.25 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
9,086
shares
|
$2.25 Million
1.19% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,053
shares
|
$2.24 Million
0.1% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
9,042
shares
|
$2.23 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,038
shares
|
$2.23 Million
1.4% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
9,036
shares
|
$2.23 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
9,030
shares
|
$2.23 Million
0.85% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
9,026
shares
|
$2.23 Million
0.29% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
9,014
shares
|
$2.23 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Parker Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
9,006
shares
|
$2.23 Million
0.36% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
8,997
shares
|
$2.22 Million
0.46% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
8,996
shares
|
$2.22 Million
0.79% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,992
shares
|
$2.22 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,986
shares
|
$2.22 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
8,982
shares
|
$2.22 Million
0.89% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
8,972
shares
|
$2.22 Million
1.85% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
8,962
shares
|
$2.21 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
8,959
shares
|
$2.21 Million
0.86% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
8,935
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 82.81%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
8,934
shares
|
$2.21 Million
1.28% of portfolio
|
Q3 2024
Added 0.2%
|