Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,276 institutions that hold shares in the stock, with a total of 9.06 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 |
|---|---|---|---|---|---|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
9,561
shares
|
$2.03 Million
2.56% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
9,549
shares
|
$2.03 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,548
shares
|
$2.03 Million
1.37% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
9,543
shares
|
$2.03 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,537
shares
|
$2.03 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
9,535
shares
|
$2.03 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
9,528
shares
|
$2.03 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
9,503
shares
|
$2.02 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
9,478
shares
|
$2.02 Million
1.38% of portfolio
|
Q3 2022
Reduced 7.91%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
9,459
shares
|
$2.01 Million
1.72% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,451
shares
|
$2.01 Million
2.27% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
9,450
shares
|
$2.01 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
9,444
shares
|
$2.01 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
9,441
shares
|
$2.01 Million
2.65% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Feb 26, 2025 Q4 2024 |
9,428
shares
|
$2.01 Million
3.57% of portfolio
|
Q4 2024
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
9,425
shares
|
$2 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
9,424
shares
|
$2 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
9,412
shares
|
$2 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,390
shares
|
$2 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
9,376
shares
|
$1.99 Million
1.75% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
9,374
shares
|
$1.99 Million
1.14% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
9,367
shares
|
$1.99 Million
0.64% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
9,355
shares
|
$1.99 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,332
shares
|
$1.98 Million
0.96% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Mar 04, 2025 Q4 2024 |
9,325
shares
|
$1.98 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.06%
|