Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,232 institutions that hold shares in the stock, with a total of 9.04 Billion shares, which have been reported (via 13F filing form) to have a value of $2.22 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,085
shares
|
$266,725
0.01% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Feb 10, 2025 Q4 2024 |
1,077
shares
|
$264,758
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
1,075
shares
|
$264,267
0.15% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
1,065
shares
|
$261,808
0.14% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
1,057
shares
|
$259,842
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gator Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,052
shares
|
$258,613
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
1,050
shares
|
$258,121
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Robotti Robert
New York, NY |
Feb 12, 2025 Q4 2024 |
1,049
shares
|
$257,875
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
1,049
shares
|
$257,875
0.21% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Feb 07, 2025 Q4 2024 |
1,040
shares
|
$255,663
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
1,030
shares
|
$253,204
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
1,013
shares
|
$249,025
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
1,007
shares
|
$247,550
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$245,830
0.27% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
999
shares
|
$245,584
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
981
shares
|
$241,159
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
977
shares
|
$240,175
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
977
shares
|
$240,175
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
970
shares
|
$238,455
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
964
shares
|
$236,980
10.65% of portfolio
|
Q4 2024
Reduced 98.24%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
961
shares
|
$236,242
0.01% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
941
shares
|
$231,326
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
930
shares
|
$228,621
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
928
shares
|
$228,130
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
914
shares
|
$224,688
0.41% of portfolio
|
Q3 2024
Reduced 60.74%
|