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 |
|---|---|---|---|---|---|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
12,148
shares
|
$3 Million
0.87% of portfolio
|
Q3 2022
Reduced 43.51%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
12,148
shares
|
$3 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
12,135
shares
|
$3 Million
3.0% of portfolio
|
Q4 2024
Reduced 71.6%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
12,135
shares
|
$3 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
12,121
shares
|
$3 Million
0.78% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
12,121
shares
|
$3 Million
2.41% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
12,111
shares
|
$2.99 Million
2.92% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Feb 13, 2025 Q4 2024 |
12,102
shares
|
$2.99 Million
0.28% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
12,099
shares
|
$2.99 Million
1.27% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
12,081
shares
|
$2.99 Million
0.71% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
12,081
shares
|
$2.99 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
12,032
shares
|
$2.97 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
12,022
shares
|
$2.97 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
12,012
shares
|
$2.97 Million
1.2% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
12,000
shares
|
$2.97 Million
2.51% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Soviero Asset Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$2.97 Million
2.26% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$2.97 Million
0.24% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
11,972
shares
|
$2.96 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
11,966
shares
|
$2.96 Million
1.38% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
11,965
shares
|
$2.96 Million
1.67% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
11,950
shares
|
$2.95 Million
2.43% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
11,921
shares
|
$2.95 Million
0.38% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
11,914
shares
|
$2.94 Million
2.53% of portfolio
|
Q4 2024
Reduced 22.99%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
11,902
shares
|
$2.94 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Baer Investment Advisory LLC
Corte Madera, CA |
Feb 20, 2025 Q4 2024 |
11,897
shares
|
$2.94 Million
4.88% of portfolio
|
Q4 2024
New holding
|