Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
106,529
shares
|
$24.8 Million
4.93% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Nov 12, 2024 Q3 2024 |
106,432
shares
|
$24.8 Million
4.71% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
106,259
shares
|
$24.8 Million
6.34% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
106,168
shares
|
$24.8 Million
2.08% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
106,029
shares
|
$24.7 Million
3.51% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
105,990
shares
|
$24.7 Million
6.66% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
105,664
shares
|
$24.6 Million
9.32% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
105,507
shares
|
$24.6 Million
19.69% of portfolio
|
Q4 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
105,272
shares
|
$24.6 Million
3.09% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
105,269
shares
|
$24.6 Million
3.27% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
105,184
shares
|
$24.5 Million
5.8% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
105,163
shares
|
$24.5 Million
3.69% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
105,124
shares
|
$24.5 Million
8.98% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
105,076
shares
|
$24.5 Million
9.22% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
105,045
shares
|
$24.5 Million
6.79% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
104,986
shares
|
$24.5 Million
3.54% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
104,879
shares
|
$24.5 Million
8.22% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
104,837
shares
|
$24.5 Million
14.32% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
104,745
shares
|
$24.4 Million
3.95% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
104,647
shares
|
$24.4 Million
2.41% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
104,554
shares
|
$24.4 Million
4.78% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
104,407
shares
|
$24.3 Million
4.49% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
104,222
shares
|
$24.3 Million
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
103,933
shares
|
$24.2 Million
11.96% of portfolio
|
Q3 2023
Added 31.69%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
103,901
shares
|
$24.2 Million
7.51% of portfolio
|
Q4 2024
Reduced 1.11%
|