Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,804 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 $2.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
14,994
shares
|
$3.57 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
14,979
shares
|
$3.57 Million
0.47% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
14,979
shares
|
$3.57 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
14,968
shares
|
$3.57 Million
1.57% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
14,962
shares
|
$3.56 Million
1.88% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
14,960
shares
|
$3.56 Million
0.44% of portfolio
|
Q3 2024
Added 47.3%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
14,927
shares
|
$3.56 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
14,914
shares
|
$3.55 Million
2.41% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
14,909
shares
|
$3.55 Million
1.36% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
14,891
shares
|
$3.55 Million
1.78% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
14,883
shares
|
$3.55 Million
1.13% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
14,809
shares
|
$3.53 Million
1.71% of portfolio
|
Q3 2024
Reduced 93.04%
|
|
|
Channing Global Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
14,797
shares
|
$3.53 Million
3.28% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
14,784
shares
|
$3.52 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
14,773
shares
|
$3.52 Million
1.16% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
14,767
shares
|
$3.52 Million
1.93% of portfolio
|
Q4 2023
Added 4.0%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
14,762
shares
|
$3.52 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
14,742
shares
|
$3.51 Million
1.77% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
14,738
shares
|
$3.51 Million
3.27% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
14,735
shares
|
$3.51 Million
1.99% of portfolio
|
Q4 2024
Added 40.8%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,723
shares
|
$3.51 Million
1.98% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
14,712
shares
|
$3.51 Million
2.06% of portfolio
|
Q4 2024
Reduced 26.93%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
14,636
shares
|
$3.49 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
14,625
shares
|
$3.48 Million
3.22% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
14,611
shares
|
$3.48 Million
1.56% of portfolio
|
Q3 2024
Added 5.24%
|