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 |
|---|---|---|---|---|---|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
8,898
shares
|
$2.2 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
8,865
shares
|
$2.19 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
8,864
shares
|
$2.19 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
8,854
shares
|
$2.19 Million
1.14% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
8,848
shares
|
$2.19 Million
1.67% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,843
shares
|
$2.19 Million
0.58% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
8,833
shares
|
$2.18 Million
0.28% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,791
shares
|
$2.17 Million
1.75% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
8,761
shares
|
$2.16 Million
0.34% of portfolio
|
Q4 2024
Reduced 32.42%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
8,758
shares
|
$2.16 Million
0.74% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
8,754
shares
|
$2.16 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,725
shares
|
$2.16 Million
2.19% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 13, 2025 Q4 2024 |
8,721
shares
|
$2.15 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
8,720
shares
|
$2.15 Million
1.66% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
8,720
shares
|
$2.15 Million
1.64% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
8,713
shares
|
$2.15 Million
1.11% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Feb 13, 2025 Q4 2024 |
8,690
shares
|
$2.15 Million
1.3% of portfolio
|
Q3 2023
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
8,686
shares
|
$2.15 Million
0.95% of portfolio
|
Q4 2024
Reduced 33.61%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
8,685
shares
|
$2.15 Million
0.86% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
8,674
shares
|
$2.14 Million
1.39% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
8,672
shares
|
$2.14 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
8,670
shares
|
$2.14 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,669
shares
|
$2.14 Million
0.98% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
8,669
shares
|
$2.14 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
8,658
shares
|
$2.14 Million
2.03% of portfolio
|
Q4 2024
Added 0.48%
|