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 |
|---|---|---|---|---|---|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,728
shares
|
$2.65 Million
6.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
10,717
shares
|
$2.65 Million
1.67% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
10,715
shares
|
$2.65 Million
0.58% of portfolio
|
Q4 2024
Added 64.69%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
10,702
shares
|
$2.64 Million
0.72% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
10,701
shares
|
$2.64 Million
48.06% of portfolio
|
Q2 2023
Reduced 85.27%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
10,687
shares
|
$2.64 Million
2.7% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Pinnacle Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
10,670
shares
|
$2.64 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,669
shares
|
$2.64 Million
0.37% of portfolio
|
Q4 2024
Reduced 92.47%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,657
shares
|
$2.63 Million
0.8% of portfolio
|
Q3 2023
Reduced 15.85%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
10,653
shares
|
$2.63 Million
0.72% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,642
shares
|
$2.63 Million
1.78% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
10,604
shares
|
$2.62 Million
2.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
10,575
shares
|
$2.61 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
10,572
shares
|
$2.61 Million
1.65% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
10,568
shares
|
$2.61 Million
0.72% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
10,568
shares
|
$2.61 Million
9.6% of portfolio
|
Q3 2022
Added 604.53%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
10,568
shares
|
$2.61 Million
1.1% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
10,557
shares
|
$2.61 Million
2.77% of portfolio
|
Q4 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
10,546
shares
|
$2.61 Million
1.33% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
10,540
shares
|
$2.6 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
10,540
shares
|
$2.6 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
10,524
shares
|
$2.6 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
10,504
shares
|
$2.6 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
10,497
shares
|
$2.59 Million
1.77% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
10,478
shares
|
$2.59 Million
2.3% of portfolio
|
Q4 2024
New holding
|