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 |
|---|---|---|---|---|---|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
47,896
shares
|
$10.9 Million
4.98% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
47,818
shares
|
$10.9 Million
2.66% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
47,783
shares
|
$10.9 Million
2.24% of portfolio
|
Q4 2023
Added 19.28%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
47,744
shares
|
$10.9 Million
3.14% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
47,692
shares
|
$10.9 Million
3.75% of portfolio
|
Q3 2024
Reduced 14.39%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
47,651
shares
|
$10.8 Million
5.9% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
47,621
shares
|
$10.8 Million
0.66% of portfolio
|
Q3 2024
Added 41.1%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
47,608
shares
|
$10.8 Million
3.2% of portfolio
|
Q3 2024
Added 7941.89%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
47,542
shares
|
$10.8 Million
4.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
47,442
shares
|
$10.8 Million
2.81% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
47,382
shares
|
$10.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 90.25%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
47,351
shares
|
$10.8 Million
8.58% of portfolio
|
Q2 2023
Reduced 11.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
47,326
shares
|
$10.8 Million
1.72% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
47,326
shares
|
$10.8 Million
3.67% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
47,325
shares
|
$10.8 Million
2.65% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,325
shares
|
$10.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
47,265
shares
|
$10.8 Million
6.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
47,164
shares
|
$10.7 Million
5.22% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
47,066
shares
|
$10.7 Million
3.94% of portfolio
|
Q4 2024
Added 35.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
47,048
shares
|
$10.7 Million
7.54% of portfolio
|
Q3 2024
Reduced 90.99%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
47,024
shares
|
$10.7 Million
5.43% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
46,991
shares
|
$10.7 Million
3.67% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
46,950
shares
|
$10.7 Million
4.12% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
46,924
shares
|
$10.7 Million
3.85% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
46,897
shares
|
$10.7 Million
3.77% of portfolio
|
Q4 2024
Added 0.2%
|