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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
33,871
shares
|
$7.71 Million
1.27% of portfolio
|
Q4 2024
Reduced 26.62%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
33,837
shares
|
$7.7 Million
0.27% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
33,787
shares
|
$7.69 Million
4.45% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
33,775
shares
|
$7.69 Million
4.08% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
33,761
shares
|
$7.69 Million
4.72% of portfolio
|
Q4 2024
Reduced 24.43%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
33,749
shares
|
$7.68 Million
4.37% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
33,728
shares
|
$7.68 Million
1.72% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
33,724
shares
|
$7.68 Million
2.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
33,705
shares
|
$7.67 Million
3.99% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
33,703
shares
|
$7.67 Million
7.96% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
33,657
shares
|
$7.66 Million
5.14% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
33,652
shares
|
$7.66 Million
3.54% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
33,645
shares
|
$7.66 Million
6.79% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
33,541
shares
|
$7.63 Million
2.93% of portfolio
|
Q1 2024
Reduced 24.66%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
33,459
shares
|
$7.62 Million
3.71% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
33,426
shares
|
$7.61 Million
7.53% of portfolio
|
Q3 2023
Reduced 4.66%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
33,411
shares
|
$7.61 Million
2.77% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
33,403
shares
|
$7.6 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
33,386
shares
|
$7.6 Million
3.43% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
33,378
shares
|
$7.6 Million
3.94% of portfolio
|
Q4 2024
Added 41.47%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
33,373
shares
|
$7.6 Million
4.28% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
33,285
shares
|
$7.58 Million
1.2% of portfolio
|
Q4 2024
Added 214.31%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33,281
shares
|
$7.58 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
33,280
shares
|
$7.58 Million
3.45% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
33,272
shares
|
$7.57 Million
6.24% of portfolio
|
Q4 2024
Reduced 4.31%
|