Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,232 institutions that hold shares in the stock, with a total of 9.04 Billion shares, which have been reported (via 13F filing form) to have a value of $2.22 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,651
shares
|
$405,865
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
1,647
shares
|
$404,882
0.14% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 23, 2025 Q4 2024 |
1,638
shares
|
$402,669
0.36% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
1,622
shares
|
$398,736
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
1,620
shares
|
$398,244
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1,618
shares
|
$397,752
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,612
shares
|
$396,277
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,611
shares
|
$396,032
4.5% of portfolio
|
Q3 2022
Reduced 75.05%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
1,600
shares
|
$393,328
0.21% of portfolio
|
Q4 2020
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
1,597
shares
|
$392,590
0.32% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
1,595
shares
|
$392,098
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
1,586
shares
|
$389,886
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,585
shares
|
$389,640
0.37% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Pacific Wealth Management
|
Feb 12, 2025 Q4 2024 |
1,580
shares
|
$388,411
0.21% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,577
shares
|
$387,673
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
1,562
shares
|
$383,986
0.18% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
1,561
shares
|
$383,740
0.14% of portfolio
|
Q1 2023
Added 0.06%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,559
shares
|
$383,248
0.14% of portfolio
|
Q4 2024
Added 14.38%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Jan 30, 2025 Q4 2024 |
1,542
shares
|
$379,069
0.29% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
1,540
shares
|
$378,578
0.2% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
1,536
shares
|
$377,594
0.2% of portfolio
|
Q4 2024
Added 28.43%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
1,535
shares
|
$377,349
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
1,532
shares
|
$376,611
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
1,527
shares
|
$375,382
0.16% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
1,522
shares
|
$374,153
0.33% of portfolio
|
Q4 2024
New holding
|