Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,999 institutions that hold shares in the stock, with a total of 8.81 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
25,828
shares
|
$6.01 Million
2.11% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
25,813
shares
|
$6 Million
4.49% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
25,785
shares
|
$6 Million
2.01% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
25,769
shares
|
$5.99 Million
2.18% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
25,762
shares
|
$5.99 Million
4.02% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
25,748
shares
|
$5.99 Million
9.38% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
25,734
shares
|
$5.99 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
25,713
shares
|
$5.98 Million
1.62% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
25,688
shares
|
$5.98 Million
0.95% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
25,674
shares
|
$5.97 Million
2.72% of portfolio
|
Q4 2023
Reduced 8.35%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
25,664
shares
|
$5.97 Million
1.18% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Jan 23, 2025 Q4 2024 |
25,654
shares
|
$5.97 Million
5.19% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
25,653
shares
|
$5.97 Million
2.84% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
25,645
shares
|
$5.97 Million
1.91% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
25,606
shares
|
$5.96 Million
2.09% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
25,594
shares
|
$5.95 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
25,588
shares
|
$5.95 Million
3.33% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
25,580
shares
|
$5.95 Million
1.25% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
25,576
shares
|
$5.95 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
|
$5.95 Million
4.07% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
25,539
shares
|
$5.94 Million
3.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
25,475
shares
|
$5.93 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
|
$5.92 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
|
$5.92 Million
5.65% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,436
shares
|
$5.92 Million
1.65% of portfolio
|
Q3 2023
Reduced 1.58%
|