Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,947 institutions that hold shares in the stock, with a total of 8.75 Billion shares, which have been reported (via 13F filing form) to have a value of $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
49,927
shares
|
$11.4 Million
3.67% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
49,889
shares
|
$11.4 Million
5.13% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
49,855
shares
|
$11.3 Million
3.52% of portfolio
|
Q4 2024
Added 24.98%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
49,832
shares
|
$11.3 Million
5.77% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
49,830
shares
|
$11.3 Million
7.6% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
49,709
shares
|
$11.3 Million
3.2% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
49,707
shares
|
$11.3 Million
5.8% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
49,678
shares
|
$11.3 Million
6.3% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
49,670
shares
|
$11.3 Million
4.82% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
49,602
shares
|
$11.3 Million
4.7% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
49,601
shares
|
$11.3 Million
3.71% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
49,538
shares
|
$11.3 Million
5.13% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
49,520
shares
|
$11.3 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
49,492
shares
|
$11.3 Million
0.34% of portfolio
|
Q3 2024
Added 149.51%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
49,456
shares
|
$11.3 Million
0.94% of portfolio
|
Q4 2023
Reduced 1.58%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
49,421
shares
|
$11.2 Million
1.56% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
49,358
shares
|
$11.2 Million
3.96% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
49,326
shares
|
$11.2 Million
2.14% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
49,322
shares
|
$11.2 Million
3.46% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
49,317
shares
|
$11.2 Million
1.43% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
49,276
shares
|
$11.2 Million
2.19% of portfolio
|
Q2 2024
Added 46.37%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
49,259
shares
|
$11.2 Million
5.03% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
49,231
shares
|
$11.2 Million
4.17% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
49,211
shares
|
$11.2 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
49,181
shares
|
$11.2 Million
3.7% of portfolio
|
Q4 2024
Added 3.52%
|