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 |
|---|---|---|---|---|---|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
1,239
shares
|
$304,583
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,239
shares
|
$304,583
0.29% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Investment Management Associates Inc
|
Feb 03, 2025 Q4 2024 |
1,235
shares
|
$303,600
0.05% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Feb 10, 2025 Q4 2024 |
1,216
shares
|
$298,929
0.16% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
1,214
shares
|
$298,437
0.18% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,209
shares
|
$297,208
0.83% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
1,202
shares
|
$295,487
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,200
shares
|
$294,996
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
1,184
shares
|
$291,062
0.29% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Savior LLC
|
Jan 22, 2025 Q4 2024 |
1,177
shares
|
$289,341
1.69% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Feb 11, 2025 Q4 2024 |
1,169
shares
|
$287,375
0.37% of portfolio
|
Q4 2024
Reduced 44.33%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
1,166
shares
|
$286,637
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
1,165
shares
|
$286,391
0.17% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
1,157
shares
|
$284,425
0.29% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
1,155
shares
|
$283,933
0.14% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,155
shares
|
$283,933
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
1,153
shares
|
$283,441
0.37% of portfolio
|
Q4 2024
Reduced 38.31%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
1,153
shares
|
$283,441
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
1,146
shares
|
$281,721
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
1,124
shares
|
$276,312
0.05% of portfolio
|
Q4 2024
Reduced 92.41%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,100
shares
|
$270,413
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Granger Management LLC
|
Jan 17, 2025 Q4 2024 |
1,100
shares
|
$270,413
0.06% of portfolio
|
Q4 2024
Reduced 94.87%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$270,413
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
1,096
shares
|
$269,429
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
1,088
shares
|
$267,463
0.47% of portfolio
|
Q4 2024
New holding
|