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 |
|---|---|---|---|---|---|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
7,023
shares
|
$1.74 Million
1.37% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
7,009
shares
|
$1.73 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
7,003
shares
|
$1.73 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
7,002
shares
|
$1.73 Million
0.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,000
shares
|
$1.73 Million
0.34% of portfolio
|
Q3 2023
Reduced 58.72%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,984
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
6,982
shares
|
$1.73 Million
1.29% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Stone Run Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,980
shares
|
$1.72 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,966
shares
|
$1.72 Million
0.93% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
6,948
shares
|
$1.72 Million
1.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
6,919
shares
|
$1.71 Million
0.66% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
6,913
shares
|
$1.71 Million
0.49% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
6,912
shares
|
$1.71 Million
0.57% of portfolio
|
Q4 2024
Added 28.24%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
6,912
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2023
Reduced 5.15%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
6,908
shares
|
$1.71 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
6,901
shares
|
$1.71 Million
1.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,890
shares
|
$1.7 Million
1.08% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
6,887
shares
|
$1.7 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,884
shares
|
$1.7 Million
0.6% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
6,876
shares
|
$1.7 Million
0.32% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
6,865
shares
|
$1.7 Million
0.86% of portfolio
|
Q3 2024
Added 67.93%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
6,847
shares
|
$1.69 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
6,836
shares
|
$1.69 Million
0.61% of portfolio
|
Q4 2024
Added 51.68%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
6,834
shares
|
$1.69 Million
0.89% of portfolio
|
Q4 2024
Reduced 22.23%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Feb 13, 2025 Q4 2024 |
6,829
shares
|
$1.69 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.96%
|