Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
21,065
shares
|
$4.91 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,053
shares
|
$4.91 Million
3.52% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,016
shares
|
$4.9 Million
3.82% of portfolio
|
Q4 2024
Added 42.03%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
21,000
shares
|
$4.9 Million
0.86% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
20,994
shares
|
$4.9 Million
1.52% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
20,992
shares
|
$4.9 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
20,953
shares
|
$4.89 Million
6.26% of portfolio
|
Q3 2023
Reduced 16.86%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
20,948
shares
|
$4.89 Million
3.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
20,927
shares
|
$4.88 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
20,924
shares
|
$4.88 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
20,924
shares
|
$4.88 Million
2.73% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
20,908
shares
|
$4.88 Million
9.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
20,903
shares
|
$4.87 Million
2.65% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
20,898
shares
|
$4.87 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
20,884
shares
|
$4.87 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
20,883
shares
|
$4.87 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
20,870
shares
|
$4.87 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
20,864
shares
|
$4.87 Million
0.82% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
20,841
shares
|
$4.86 Million
3.84% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
20,772
shares
|
$4.84 Million
0.65% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
20,762
shares
|
$4.84 Million
2.77% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
20,761
shares
|
$4.84 Million
4.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,755
shares
|
$4.84 Million
0.6% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
20,728
shares
|
$4.83 Million
3.35% of portfolio
|
Q4 2022
Added 338.41%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
20,722
shares
|
$4.83 Million
0.57% of portfolio
|
Q4 2022
Reduced 2.0%
|