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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
22,061
shares
|
$5.13 Million
2.26% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
22,053
shares
|
$5.13 Million
1.38% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
22,053
shares
|
$5.13 Million
0.7% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
22,048
shares
|
$5.13 Million
2.98% of portfolio
|
Q4 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
22,038
shares
|
$5.13 Million
2.78% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
22,028
shares
|
$5.12 Million
4.14% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
22,028
shares
|
$5.12 Million
2.65% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
22,025
shares
|
$5.12 Million
0.58% of portfolio
|
Q3 2024
Added 52.41%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
22,025
shares
|
$5.12 Million
1.71% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
21,973
shares
|
$5.11 Million
2.72% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
21,959
shares
|
$5.11 Million
1.19% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
21,892
shares
|
$5.09 Million
2.98% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
21,740
shares
|
$5.06 Million
6.99% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
21,717
shares
|
$5.05 Million
2.2% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
21,703
shares
|
$5.05 Million
0.7% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
21,658
shares
|
$5.04 Million
2.24% of portfolio
|
Q4 2024
Added 99.01%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
21,632
shares
|
$5.03 Million
3.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
21,618
shares
|
$5.03 Million
3.46% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
21,617
shares
|
$5.03 Million
2.31% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
21,609
shares
|
$5.03 Million
3.61% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
21,599
shares
|
$5.02 Million
0.63% of portfolio
|
Q4 2024
Added 21.42%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
21,594
shares
|
$5.02 Million
0.9% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
21,593
shares
|
$5.02 Million
0.44% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
21,551
shares
|
$5.01 Million
5.13% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
21,550
shares
|
$5.01 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.32%
|