Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,947 institutions that hold shares in the stock, with a total of 8.75 Billion shares, which have been reported (via 13F filing form) to have a value of $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
65,812
shares
|
$15 Million
3.2% of portfolio
|
Q2 2022
Reduced 1.15%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
65,778
shares
|
$15 Million
6.85% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
65,563
shares
|
$14.9 Million
6.93% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Light Street Capital Management, LLC
Palo Alto, CA |
Nov 14, 2024 Q3 2024 |
65,517
shares
|
$14.9 Million
3.75% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
65,487
shares
|
$14.9 Million
3.22% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
65,436
shares
|
$14.9 Million
5.42% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
65,337
shares
|
$14.9 Million
10.71% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
65,307
shares
|
$14.9 Million
9.13% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
65,244
shares
|
$14.9 Million
4.98% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
65,179
shares
|
$14.8 Million
3.43% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
65,170
shares
|
$14.8 Million
9.29% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
65,094
shares
|
$14.8 Million
7.66% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
65,012
shares
|
$14.8 Million
4.03% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
65,007
shares
|
$14.8 Million
8.13% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
64,982
shares
|
$14.8 Million
9.77% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
64,893
shares
|
$14.8 Million
1.49% of portfolio
|
Q3 2024
Reduced 70.69%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
64,889
shares
|
$14.8 Million
4.26% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
64,834
shares
|
$14.8 Million
3.37% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
64,825
shares
|
$14.8 Million
9.69% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
64,699
shares
|
$14.7 Million
8.15% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
64,647
shares
|
$14.7 Million
3.39% of portfolio
|
Q4 2024
Reduced 29.96%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
64,643
shares
|
$14.7 Million
5.44% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
64,585
shares
|
$14.7 Million
4.18% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
64,585
shares
|
$14.7 Million
13.36% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Rheos Capital Works Inc.
|
Jan 24, 2025 Q4 2024 |
64,500
shares
|
$14.7 Million
0.9% of portfolio
|
Q4 2024
Reduced 27.53%
|