Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,172 institutions that hold shares in the stock, with a total of 9.03 Billion shares, which have been reported (via 13F filing form) to have a value of $2.21 Trillion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
18,060
shares
|
$4.42 Million
2.73% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,054
shares
|
$4.42 Million
3.13% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
Portland Hill Asset Management LTD
London, X0 |
May 31, 2024 Q1 2024 |
18,048
shares
|
$4.41 Million
7.56% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
18,002
shares
|
$4.4 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
17,999
shares
|
$4.4 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
17,978
shares
|
$4.4 Million
1.32% of portfolio
|
Q4 2024
Added 0.1%
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
17,945
shares
|
$4.39 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
17,919
shares
|
$4.38 Million
2.57% of portfolio
|
Q4 2024
Added 30.48%
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
17,912
shares
|
$4.38 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
17,900
shares
|
$4.38 Million
1.94% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
17,890
shares
|
$4.38 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
17,890
shares
|
$4.38 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
Capital Markets Trading Uk LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
17,839
shares
|
$4.36 Million
0.07% of portfolio
|
Q4 2024
Added 218.78%
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
17,836
shares
|
$4.36 Million
1.16% of portfolio
|
Q4 2024
Added 97.63%
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
17,836
shares
|
$4.36 Million
2.85% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,823
shares
|
$4.36 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
17,818
shares
|
$4.36 Million
2.67% of portfolio
|
Q4 2024
Added 2.26%
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
17,818
shares
|
$4.36 Million
4.09% of portfolio
|
Q4 2024
New holding
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
17,804
shares
|
$4.35 Million
2.25% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
17,782
shares
|
$4.35 Million
1.66% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
17,717
shares
|
$4.33 Million
2.47% of portfolio
|
Q4 2024
New holding
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,702
shares
|
$4.33 Million
1.01% of portfolio
|
Q4 2024
Added 16.18%
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
17,694
shares
|
$4.33 Million
1.42% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
17,678
shares
|
$4.32 Million
1.91% of portfolio
|
Q4 2024
Added 4.47%
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
17,671
shares
|
$4.32 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.83%
|