Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,785 institutions that hold shares in the stock, with a total of 8.68 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,221
shares
|
$2.05 Million
0.68% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
9,219
shares
|
$2.05 Million
1.68% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
9,219
shares
|
$2.05 Million
1.22% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
9,195
shares
|
$2.05 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
9,183
shares
|
$2.05 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
9,155
shares
|
$2.04 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
9,129
shares
|
$2.03 Million
0.78% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
9,120
shares
|
$2.03 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
9,113
shares
|
$2.03 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
9,105
shares
|
$2.03 Million
0.84% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
9,093
shares
|
$2.03 Million
1.57% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
9,086
shares
|
$2.02 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,067
shares
|
$2.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
9,042
shares
|
$2.01 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
9,036
shares
|
$2.01 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
9,034
shares
|
$2.01 Million
0.42% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
9,030
shares
|
$2.01 Million
0.85% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
9,026
shares
|
$2.01 Million
0.29% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
9,026
shares
|
$2.01 Million
0.12% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,026
shares
|
$2.01 Million
2.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
9,025
shares
|
$2.01 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
9,014
shares
|
$2.01 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Deuterium Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$2.01 Million
4.41% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
8,997
shares
|
$2 Million
0.46% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,992
shares
|
$2 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.02%
|