Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,976 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 |
|---|---|---|---|---|---|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
20,578
shares
|
$4.79 Million
2.45% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
20,574
shares
|
$4.79 Million
1.57% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
20,572
shares
|
$4.79 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
20,564
shares
|
$4.78 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
20,563
shares
|
$4.78 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
20,551
shares
|
$4.78 Million
1.92% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
20,540
shares
|
$4.78 Million
1.68% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
20,528
shares
|
$4.78 Million
1.85% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,519
shares
|
$4.77 Million
1.58% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
20,515
shares
|
$4.77 Million
1.43% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
20,507
shares
|
$4.77 Million
1.55% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
20,500
shares
|
$4.77 Million
3.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
20,499
shares
|
$4.77 Million
2.52% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
20,496
shares
|
$4.77 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
20,495
shares
|
$4.77 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
20,494
shares
|
$4.77 Million
3.01% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
20,454
shares
|
$4.76 Million
3.77% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
20,408
shares
|
$4.75 Million
3.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
20,380
shares
|
$4.74 Million
1.73% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
20,361
shares
|
$4.74 Million
2.58% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
20,304
shares
|
$4.72 Million
6.63% of portfolio
|
Q4 2024
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
20,239
shares
|
$4.71 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
20,227
shares
|
$4.71 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
20,217
shares
|
$4.7 Million
3.5% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
20,193
shares
|
$4.7 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.64%
|