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 |
|---|---|---|---|---|---|
|
Tepp Ria, LLC
Westfield, NJ |
Feb 12, 2025 Q4 2024 |
6,338
shares
|
$1.57 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
6,333
shares
|
$1.56 Million
0.85% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,330
shares
|
$1.56 Million
0.88% of portfolio
|
Q4 2024
Added 27.49%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
6,324
shares
|
$1.56 Million
0.83% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
6,318
shares
|
$1.56 Million
1.1% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
6,311
shares
|
$1.56 Million
2.83% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
6,308
shares
|
$1.56 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
6,295
shares
|
$1.56 Million
0.93% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Feb 13, 2025 Q4 2024 |
6,293
shares
|
$1.56 Million
0.84% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
6,285
shares
|
$1.55 Million
0.43% of portfolio
|
Q4 2024
Added 46.37%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
6,237
shares
|
$1.54 Million
0.83% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
6,220
shares
|
$1.54 Million
1.08% of portfolio
|
Q4 2024
Reduced 60.61%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
6,218
shares
|
$1.54 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,207
shares
|
$1.53 Million
1.03% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
6,204
shares
|
$1.53 Million
0.36% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
6,161
shares
|
$1.52 Million
0.58% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
6,151
shares
|
$1.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
6,150
shares
|
$1.52 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
6,129
shares
|
$1.51 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
6,128
shares
|
$1.51 Million
0.33% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
6,123
shares
|
$1.51 Million
0.36% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
6,112
shares
|
$1.51 Million
0.83% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
6,101
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Reduced 96.16%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
6,100
shares
|
$1.51 Million
58.71% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
6,078
shares
|
$1.5 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.41%
|