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 |
|---|---|---|---|---|---|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
29,039
shares
|
$6.61 Million
2.39% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
29,036
shares
|
$6.61 Million
1.45% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
29,006
shares
|
$6.6 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
28,938
shares
|
$6.59 Million
2.74% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
28,889
shares
|
$6.58 Million
3.74% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
28,876
shares
|
$6.57 Million
6.53% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
28,866
shares
|
$6.57 Million
3.23% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
28,841
shares
|
$6.57 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
28,837
shares
|
$6.56 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
28,826
shares
|
$6.56 Million
0.84% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
28,823
shares
|
$6.56 Million
2.84% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
28,817
shares
|
$6.56 Million
4.9% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
28,796
shares
|
$6.55 Million
3.5% of portfolio
|
Q4 2024
Added 49.41%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
28,793
shares
|
$6.55 Million
6.36% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
28,790
shares
|
$6.55 Million
6.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,774
shares
|
$6.55 Million
1.45% of portfolio
|
Q1 2023
Added 3.65%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
28,731
shares
|
$6.54 Million
4.01% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
28,716
shares
|
$6.54 Million
1.53% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
28,692
shares
|
$6.53 Million
2.91% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
28,692
shares
|
$6.53 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
28,672
shares
|
$6.53 Million
3.03% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
28,672
shares
|
$6.53 Million
6.33% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
28,616
shares
|
$6.51 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
28,608
shares
|
$6.51 Million
1.86% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
28,580
shares
|
$6.51 Million
1.08% of portfolio
|
Q3 2024
Reduced 4.19%
|