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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
57,445
shares
|
$13.1 Million
2.6% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
57,375
shares
|
$13.1 Million
6.99% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
57,315
shares
|
$13 Million
7.02% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
57,304
shares
|
$13 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
57,277
shares
|
$13 Million
7.21% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
57,268
shares
|
$13 Million
2.02% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
57,228
shares
|
$13 Million
3.72% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
57,173
shares
|
$13 Million
5.12% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
57,080
shares
|
$13 Million
8.6% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
57,039
shares
|
$13 Million
1.78% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
57,034
shares
|
$13 Million
3.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
56,966
shares
|
$13 Million
3.0% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
56,946
shares
|
$13 Million
2.11% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
56,914
shares
|
$13 Million
7.41% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
56,843
shares
|
$12.9 Million
9.35% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
56,843
shares
|
$12.9 Million
2.33% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
56,751
shares
|
$12.9 Million
4.7% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
56,727
shares
|
$12.9 Million
3.25% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
56,700
shares
|
$12.9 Million
7.45% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
56,687
shares
|
$12.9 Million
9.33% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
56,683
shares
|
$12.9 Million
11.39% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
56,673
shares
|
$12.9 Million
3.19% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Alkeon Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
56,627
shares
|
$12.9 Million
0.02% of portfolio
|
Q2 2022
Reduced 94.56%
|
|
|
Nkcfo LLC
|
Jan 30, 2025 Q4 2024 |
56,550
shares
|
$12.9 Million
6.23% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
56,467
shares
|
$12.9 Million
6.63% of portfolio
|
Q4 2024
Reduced 2.15%
|