Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,821 institutions that hold shares in the stock, with a total of 8.69 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
16,493
shares
|
$3.95 Million
1.68% of portfolio
|
Q4 2024
Added 22.77%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
16,473
shares
|
$3.94 Million
1.38% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
16,444
shares
|
$3.94 Million
3.11% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
16,441
shares
|
$3.94 Million
2.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
16,430
shares
|
$3.93 Million
1.01% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
16,413
shares
|
$3.93 Million
2.26% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
16,404
shares
|
$3.93 Million
1.88% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
16,392
shares
|
$3.92 Million
1.05% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
16,379
shares
|
$3.92 Million
1.83% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
16,378
shares
|
$3.92 Million
2.9% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
16,345
shares
|
$3.91 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
16,337
shares
|
$3.91 Million
0.96% of portfolio
|
Q4 2022
Added 32.66%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
16,331
shares
|
$3.91 Million
1.74% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
16,306
shares
|
$3.9 Million
1.58% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
16,289
shares
|
$3.9 Million
1.14% of portfolio
|
Q4 2024
Reduced 86.18%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
16,289
shares
|
$3.9 Million
2.56% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
16,283
shares
|
$3.9 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
16,276
shares
|
$3.9 Million
0.18% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
16,266
shares
|
$3.89 Million
3.87% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
16,254
shares
|
$3.89 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
16,250
shares
|
$3.89 Million
1.48% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
16,218
shares
|
$3.88 Million
2.4% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
16,203
shares
|
$3.88 Million
2.6% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
16,167
shares
|
$3.87 Million
1.66% of portfolio
|
Q4 2023
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
16,157
shares
|
$3.87 Million
1.24% of portfolio
|
Q1 2023
Reduced 9.41%
|