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 |
|---|---|---|---|---|---|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
44,835
shares
|
$10.2 Million
4.47% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
44,772
shares
|
$10.2 Million
0.69% of portfolio
|
Q3 2024
Added 156.65%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
44,758
shares
|
$10.2 Million
5.45% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
44,735
shares
|
$10.2 Million
7.86% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
44,647
shares
|
$10.2 Million
3.69% of portfolio
|
Q1 2023
Reduced 6.0%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
44,640
shares
|
$10.2 Million
3.18% of portfolio
|
Q4 2023
Reduced 56.7%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
44,640
shares
|
$10.2 Million
7.9% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
44,481
shares
|
$10.1 Million
4.11% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
44,466
shares
|
$10.1 Million
8.62% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,452
shares
|
$10.1 Million
1.44% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
44,447
shares
|
$10.1 Million
2.25% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
44,410
shares
|
$10.1 Million
3.47% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
44,305
shares
|
$10.1 Million
3.13% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
44,296
shares
|
$10.1 Million
1.92% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,251
shares
|
$10.1 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
44,214
shares
|
$10.1 Million
9.31% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
44,207
shares
|
$10.1 Million
0.75% of portfolio
|
Q3 2024
Reduced 34.04%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
44,158
shares
|
$10.1 Million
2.49% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
44,121
shares
|
$10 Million
6.47% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 30, 2025 Q4 2024 |
44,097
shares
|
$10 Million
8.25% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,056
shares
|
$10 Million
1.06% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
44,041
shares
|
$10 Million
4.22% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
44,039
shares
|
$10 Million
2.98% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
Nov 08, 2024 Q3 2024 |
44,000
shares
|
$10 Million
6.77% of portfolio
|
Q2 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
43,912
shares
|
$10 Million
0.93% of portfolio
|
Q4 2024
Reduced 18.12%
|