Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,240 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.24 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
13,027
shares
|
$3.22 Million
0.37% of portfolio
|
Q1 2024
Added 125.58%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
13,024
shares
|
$3.22 Million
3.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
13,005
shares
|
$3.21 Million
0.56% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Feb 10, 2025 Q4 2024 |
12,999
shares
|
$3.21 Million
1.33% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
12,997
shares
|
$3.21 Million
2.05% of portfolio
|
Q4 2024
Added 290.3%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
12,985
shares
|
$3.21 Million
1.3% of portfolio
|
Q4 2024
Reduced 89.29%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
12,978
shares
|
$3.21 Million
0.65% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,959
shares
|
$3.2 Million
1.72% of portfolio
|
Q4 2024
Added 22.25%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
12,956
shares
|
$3.2 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
12,930
shares
|
$3.2 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
12,927
shares
|
$3.19 Million
1.69% of portfolio
|
Q3 2024
New holding
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
12,914
shares
|
$3.19 Million
1.37% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
12,911
shares
|
$3.19 Million
3.41% of portfolio
|
Q4 2024
Reduced 47.41%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,904
shares
|
$3.19 Million
1.91% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
12,897
shares
|
$3.19 Million
3.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
12,868
shares
|
$3.18 Million
2.27% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
12,857
shares
|
$3.18 Million
1.9% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
12,851
shares
|
$3.18 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
12,844
shares
|
$3.17 Million
0.46% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
12,818
shares
|
$3.17 Million
0.84% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
12,818
shares
|
$3.17 Million
0.52% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
12,816
shares
|
$3.17 Million
1.94% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
12,780
shares
|
$3.16 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,757
shares
|
$3.15 Million
0.66% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
12,756
shares
|
$3.15 Million
0.83% of portfolio
|
Q4 2024
Added 0.29%
|