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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
20,499
shares
|
$4.78 Million
2.52% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
20,496
shares
|
$4.78 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
20,495
shares
|
$4.78 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
20,380
shares
|
$4.75 Million
1.73% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
20,363
shares
|
$4.75 Million
3.56% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
20,361
shares
|
$4.75 Million
2.58% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
20,323
shares
|
$4.74 Million
0.95% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
20,320
shares
|
$4.74 Million
1.17% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
20,304
shares
|
$4.74 Million
6.63% of portfolio
|
Q4 2024
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
20,239
shares
|
$4.72 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
20,227
shares
|
$4.72 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
20,217
shares
|
$4.72 Million
3.5% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
20,192
shares
|
$4.71 Million
2.89% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
20,172
shares
|
$4.7 Million
2.45% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,169
shares
|
$4.7 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Peavine Capital, LLC
|
Jan 23, 2025 Q4 2024 |
20,160
shares
|
$4.7 Million
1.27% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
20,159
shares
|
$4.7 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
20,103
shares
|
$4.69 Million
3.81% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
20,094
shares
|
$4.69 Million
4.41% of portfolio
|
Q4 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
20,090
shares
|
$4.69 Million
0.1% of portfolio
|
Q3 2024
Added 48.17%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
20,083
shares
|
$4.68 Million
4.43% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
20,050
shares
|
$4.68 Million
1.34% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
20,046
shares
|
$4.68 Million
2.06% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
20,041
shares
|
$4.67 Million
1.67% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
20,031
shares
|
$4.67 Million
1.45% of portfolio
|
Q4 2024
Added 175.64%
|