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 |
|---|---|---|---|---|---|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
39,685
shares
|
$9.03 Million
3.27% of portfolio
|
Q1 2024
Reduced 20.12%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
39,648
shares
|
$9.03 Million
3.64% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Investment Management, LLC
|
Jan 31, 2025 Q4 2024 |
39,635
shares
|
$9.02 Million
7.76% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
39,627
shares
|
$9.02 Million
5.44% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
39,590
shares
|
$9.01 Million
6.92% of portfolio
|
Q4 2024
Added 40.98%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
39,590
shares
|
$9.01 Million
3.51% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
39,568
shares
|
$9.01 Million
4.04% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
39,566
shares
|
$9.01 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
39,553
shares
|
$9 Million
5.61% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
39,516
shares
|
$9 Million
5.34% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
39,488
shares
|
$8.99 Million
4.94% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
39,483
shares
|
$8.99 Million
9.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
39,390
shares
|
$8.97 Million
8.78% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
39,374
shares
|
$8.96 Million
4.33% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
39,289
shares
|
$8.94 Million
9.8% of portfolio
|
Q2 2022
Added 133.22%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
39,285
shares
|
$8.94 Million
6.9% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
39,275
shares
|
$8.94 Million
3.66% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
39,274
shares
|
$8.94 Million
3.53% of portfolio
|
Q1 2023
Reduced 0.32%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
39,272
shares
|
$8.94 Million
4.33% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
39,251
shares
|
$8.93 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
39,226
shares
|
$8.93 Million
6.33% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
39,214
shares
|
$8.93 Million
5.37% of portfolio
|
Q3 2024
Added 50.08%
|
|
|
Aurora Investment Managers, Llc.
|
Jan 16, 2025 Q4 2024 |
39,192
shares
|
$8.92 Million
6.16% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
39,170
shares
|
$8.92 Million
3.94% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
39,137
shares
|
$8.91 Million
3.03% of portfolio
|
Q4 2024
Reduced 0.72%
|