Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,268 institutions that hold shares in the stock, with a total of 9.06 Billion shares, which have been reported (via 13F filing form) to have a value of $2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
20,500
shares
|
$4.45 Million
3.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
20,499
shares
|
$4.45 Million
2.52% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
20,496
shares
|
$4.45 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
20,495
shares
|
$4.45 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
20,494
shares
|
$4.45 Million
3.01% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
20,456
shares
|
$4.44 Million
2.28% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
20,454
shares
|
$4.44 Million
3.77% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
20,447
shares
|
$4.44 Million
0.89% of portfolio
|
Q4 2024
Reduced 23.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
20,441
shares
|
$4.44 Million
1.37% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
20,431
shares
|
$4.43 Million
2.06% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,414
shares
|
$4.43 Million
3.45% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
20,408
shares
|
$4.43 Million
3.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kdt Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,405
shares
|
$4.43 Million
7.5% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
20,401
shares
|
$4.43 Million
3.66% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
20,361
shares
|
$4.42 Million
2.58% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
20,313
shares
|
$4.41 Million
2.64% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
20,304
shares
|
$4.41 Million
6.63% of portfolio
|
Q4 2024
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
20,239
shares
|
$4.39 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
20,217
shares
|
$4.39 Million
3.5% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
20,193
shares
|
$4.38 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
20,192
shares
|
$4.38 Million
2.89% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
20,180
shares
|
$4.38 Million
3.68% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
20,179
shares
|
$4.38 Million
3.27% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
20,172
shares
|
$4.38 Million
2.45% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Peavine Capital, LLC
|
Jan 23, 2025 Q4 2024 |
20,160
shares
|
$4.37 Million
1.27% of portfolio
|
Q4 2024
Reduced 9.84%
|