Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,268 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 $2 Trillion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
2,209
shares
|
$479,308
0.21% of portfolio
|
Q4 2024
Added 0.05%
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,205
shares
|
$478,440
0.46% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
2,201
shares
|
$477,572
0.12% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,195
shares
|
$476,271
0.45% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Feb 03, 2025 Q4 2024 |
2,190
shares
|
$475,186
0.16% of portfolio
|
Q4 2024
Reduced 94.06%
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Jan 29, 2025 Q4 2024 |
2,188
shares
|
$474,752
0.57% of portfolio
|
Q1 2024
New holding
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
2,180
shares
|
$473,016
0.34% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
2,174
shares
|
$471,714
0.02% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
2,172
shares
|
$471,280
0.28% of portfolio
|
Q4 2024
Added 0.74%
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
2,156
shares
|
$467,808
0.31% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
2,151
shares
|
$466,723
0.35% of portfolio
|
Q4 2024
Reduced 82.94%
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
2,149
shares
|
$466,290
0.43% of portfolio
|
Q4 2024
Added 4.78%
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
2,148
shares
|
$466,073
0.31% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
2,144
shares
|
$465,205
0.52% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
2,141
shares
|
$464,554
0.34% of portfolio
|
Q4 2024
Added 14.13%
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,129
shares
|
$461,950
1.0% of portfolio
|
Q2 2023
Added 6.4%
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
2,127
shares
|
$461,516
0.52% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
2,126
shares
|
$461,299
0.33% of portfolio
|
Q4 2024
Added 0.38%
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
2,123
shares
|
$460,648
0.43% of portfolio
|
Q4 2024
New holding
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
2,122
shares
|
$460,431
0.57% of portfolio
|
Q4 2024
Added 0.05%
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
2,100
shares
|
$455,658
0.62% of portfolio
|
Q4 2024
Reduced 37.05%
|
|
Nfc Investments, LLC
Memphis, TN |
Feb 10, 2025 Q4 2024 |
2,100
shares
|
$455,658
0.15% of portfolio
|
Q3 2024
Reduced 33.35%
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$455,658
0.51% of portfolio
|
Q3 2024
Added 31.25%
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
2,089
shares
|
$453,271
0.4% of portfolio
|
Q4 2024
Added 18.16%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
2,086
shares
|
$452,620
0.41% of portfolio
|
Q4 2024
Reduced 2.71%
|