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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
25,645
shares
|
$5.84 Million
1.91% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
25,606
shares
|
$5.83 Million
2.09% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
25,606
shares
|
$5.83 Million
4.2% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
25,588
shares
|
$5.82 Million
3.33% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
25,580
shares
|
$5.82 Million
1.25% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
25,576
shares
|
$5.82 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
25,563
shares
|
$5.82 Million
4.07% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
25,539
shares
|
$5.81 Million
3.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
25,527
shares
|
$5.81 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
25,475
shares
|
$5.8 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
25,464
shares
|
$5.8 Million
13.72% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
25,442
shares
|
$5.79 Million
5.65% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,436
shares
|
$5.79 Million
1.65% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
25,421
shares
|
$5.79 Million
0.67% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
25,418
shares
|
$5.79 Million
5.4% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
25,382
shares
|
$5.78 Million
2.55% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
25,380
shares
|
$5.78 Million
6.28% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
25,378
shares
|
$5.78 Million
4.81% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 13, 2024 Q3 2024 |
25,295
shares
|
$5.76 Million
5.18% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
25,293
shares
|
$5.76 Million
1.38% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
25,283
shares
|
$5.76 Million
2.2% of portfolio
|
Q3 2024
Added 33.09%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
25,256
shares
|
$5.75 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
25,248
shares
|
$5.75 Million
4.76% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
25,241
shares
|
$5.75 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
25,234
shares
|
$5.74 Million
3.74% of portfolio
|
Q4 2024
Reduced 1.28%
|