Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,268 institutions that hold shares in the stock, with a total of 9.06 Billion shares, which have been reported (via 13F filing form) to have a value of $2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
3,373
shares
|
$731,873
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
3,369
shares
|
$731,005
0.65% of portfolio
|
Q1 2023
Reduced 19.05%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
3,364
shares
|
$729,920
0.38% of portfolio
|
Q4 2024
Added 26.04%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
3,353
shares
|
$727,533
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
3,343
shares
|
$725,364
0.3% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
3,338
shares
|
$724,279
0.64% of portfolio
|
Q4 2024
Reduced 42.4%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
3,320
shares
|
$720,373
0.69% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
3,318
shares
|
$719,939
0.25% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
3,316
shares
|
$719,505
0.02% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
3,316
shares
|
$719,505
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
3,306
shares
|
$717,335
0.47% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
3,303
shares
|
$716,684
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
3,301
shares
|
$716,250
0.63% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
3,293
shares
|
$714,515
0.64% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
3,281
shares
|
$711,911
0.58% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
3,277
shares
|
$711,043
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
3,277
shares
|
$711,043
0.38% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
3,264
shares
|
$708,222
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
3,258
shares
|
$706,920
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
3,258
shares
|
$706,920
0.46% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
3,257
shares
|
$706,703
0.48% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
3,249
shares
|
$704,968
0.27% of portfolio
|
Q4 2024
Reduced 88.24%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Feb 14, 2025 Q4 2024 |
3,243
shares
|
$703,666
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
3,242
shares
|
$703,449
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
3,232
shares
|
$701,279
0.74% of portfolio
|
Q4 2024
New holding
|