Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,236 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 $2.22 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
5,831
shares
|
$1.43 Million
0.71% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
5,828
shares
|
$1.43 Million
0.76% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
5,827
shares
|
$1.43 Million
0.24% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
5,826
shares
|
$1.43 Million
0.36% of portfolio
|
Q4 2024
Added 24.46%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Feb 12, 2025 Q4 2024 |
5,804
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Elite Life Management LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
5,788
shares
|
$1.42 Million
4.29% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
5,783
shares
|
$1.42 Million
0.73% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
5,767
shares
|
$1.42 Million
0.76% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,767
shares
|
$1.42 Million
2.12% of portfolio
|
Q3 2023
Reduced 9.34%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
5,762
shares
|
$1.41 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
5,761
shares
|
$1.41 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,755
shares
|
$1.41 Million
0.43% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
5,753
shares
|
$1.41 Million
0.95% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
5,752
shares
|
$1.41 Million
0.38% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
5,744
shares
|
$1.41 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
5,743
shares
|
$1.41 Million
0.74% of portfolio
|
Q4 2024
Added 41.94%
|
|
|
Adalta Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,740
shares
|
$1.41 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
5,720
shares
|
$1.4 Million
0.44% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
5,718
shares
|
$1.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
5,715
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
5,707
shares
|
$1.4 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
5,700
shares
|
$1.4 Million
2.67% of portfolio
|
Q3 2022
Reduced 17.39%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
5,685
shares
|
$1.4 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
5,668
shares
|
$1.39 Million
0.81% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
5,665
shares
|
$1.39 Million
1.64% of portfolio
|
Q4 2024
Reduced 9.58%
|