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 |
|---|---|---|---|---|---|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
27,710
shares
|
$6.31 Million
3.24% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
27,670
shares
|
$6.3 Million
4.61% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
27,661
shares
|
$6.3 Million
2.52% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
27,644
shares
|
$6.29 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
27,590
shares
|
$6.28 Million
0.49% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
27,571
shares
|
$6.28 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
27,547
shares
|
$6.27 Million
6.16% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
27,509
shares
|
$6.26 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
27,478
shares
|
$6.25 Million
2.52% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
27,475
shares
|
$6.25 Million
2.36% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
27,445
shares
|
$6.25 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
27,440
shares
|
$6.25 Million
1.74% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
27,433
shares
|
$6.24 Million
1.27% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
27,426
shares
|
$6.24 Million
4.62% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
27,394
shares
|
$6.24 Million
3.86% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
27,341
shares
|
$6.22 Million
2.63% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
27,335
shares
|
$6.22 Million
1.54% of portfolio
|
Q4 2024
Added 42.17%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
27,312
shares
|
$6.22 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
27,298
shares
|
$6.21 Million
1.89% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
27,283
shares
|
$6.21 Million
6.47% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,260
shares
|
$6.21 Million
0.02% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
27,249
shares
|
$6.2 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
27,231
shares
|
$6.2 Million
5.44% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
27,230
shares
|
$6.2 Million
3.18% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
27,220
shares
|
$6.2 Million
3.85% of portfolio
|
Q3 2024
New holding
|