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 |
|---|---|---|---|---|---|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
7,757
shares
|
$1.92 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
7,755
shares
|
$1.92 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
7,741
shares
|
$1.91 Million
5.82% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
7,713
shares
|
$1.91 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,696
shares
|
$1.9 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
7,696
shares
|
$1.9 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
7,690
shares
|
$1.9 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,671
shares
|
$1.9 Million
0.48% of portfolio
|
Q1 2024
Added 14.99%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
7,669
shares
|
$1.9 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Loup Funds, LLC
Minneapolis, MN |
Jan 24, 2025 Q4 2024 |
7,654
shares
|
$1.89 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
7,648
shares
|
$1.89 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,611
shares
|
$1.88 Million
1.25% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
7,606
shares
|
$1.88 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
7,600
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
7,597
shares
|
$1.88 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
7,586
shares
|
$1.87 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
7,581
shares
|
$1.87 Million
0.5% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
7,532
shares
|
$1.86 Million
0.36% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
7,525
shares
|
$1.86 Million
1.75% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
7,508
shares
|
$1.86 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
7,500
shares
|
$1.85 Million
1.64% of portfolio
|
Q1 2023
Added 25.0%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 43.82%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
7,500
shares
|
$1.85 Million
4.76% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
7,489
shares
|
$1.85 Million
0.31% of portfolio
|
Q4 2024
Reduced 63.71%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
7,480
shares
|
$1.85 Million
0.81% of portfolio
|
Q4 2024
Reduced 91.2%
|