Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,906 institutions that hold shares in the stock, with a total of 8.73 Billion shares, which have been reported (via 13F filing form) to have a value of $2.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
17,598
shares
|
$4.09 Million
1.14% of portfolio
|
Q4 2024
Reduced 19.76%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
17,582
shares
|
$4.09 Million
4.4% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
17,575
shares
|
$4.09 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
17,570
shares
|
$4.08 Million
1.53% of portfolio
|
Q3 2024
Added 51.26%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
17,567
shares
|
$4.08 Million
2.2% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
17,547
shares
|
$4.08 Million
1.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
17,543
shares
|
$4.08 Million
2.83% of portfolio
|
Q4 2024
Added 42.27%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
17,527
shares
|
$4.07 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
17,525
shares
|
$4.07 Million
3.14% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
17,481
shares
|
$4.06 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
17,470
shares
|
$4.06 Million
4.18% of portfolio
|
Q3 2022
Reduced 0.64%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
17,445
shares
|
$4.06 Million
2.56% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
17,435
shares
|
$4.05 Million
1.75% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
17,411
shares
|
$4.05 Million
1.31% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
17,377
shares
|
$4.04 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
17,365
shares
|
$4.04 Million
3.48% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Rayliant Investment Research
Santa Monica, CA |
Feb 14, 2023 Q4 2022 |
17,344
shares
|
$4.03 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,338
shares
|
$4.03 Million
1.78% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
17,323
shares
|
$4.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
17,303
shares
|
$4.02 Million
1.07% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
17,298
shares
|
$4.02 Million
4.39% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
17,296
shares
|
$4.02 Million
0.15% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
17,266
shares
|
$4.01 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
17,266
shares
|
$4.01 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
17,254
shares
|
$4.01 Million
1.03% of portfolio
|
Q3 2024
Added 16.69%
|