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 |
|---|---|---|---|---|---|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
36,347
shares
|
$8.27 Million
5.06% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
36,307
shares
|
$8.26 Million
3.91% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
36,281
shares
|
$8.26 Million
4.19% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
36,280
shares
|
$8.26 Million
4.22% of portfolio
|
Q3 2022
Reduced 2.04%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
36,240
shares
|
$8.25 Million
6.54% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
36,226
shares
|
$8.25 Million
3.27% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Nov 08, 2024 Q3 2024 |
36,200
shares
|
$8.24 Million
4.62% of portfolio
|
Q3 2024
Reduced 37.26%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
36,187
shares
|
$8.24 Million
8.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
36,184
shares
|
$8.24 Million
1.23% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
36,173
shares
|
$8.23 Million
3.34% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
36,171
shares
|
$8.23 Million
2.03% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
36,154
shares
|
$8.23 Million
3.09% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
36,043
shares
|
$8.2 Million
1.46% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
35,952
shares
|
$8.18 Million
4.38% of portfolio
|
Q4 2024
Added 23.95%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
35,937
shares
|
$8.18 Million
3.03% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
35,926
shares
|
$8.18 Million
8.68% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
35,912
shares
|
$8.17 Million
2.76% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
35,900
shares
|
$8.17 Million
5.53% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
35,891
shares
|
$8.17 Million
6.15% of portfolio
|
Q3 2024
New holding
|
|
|
Orser Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,847
shares
|
$8.16 Million
6.66% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
35,820
shares
|
$8.15 Million
4.56% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
35,798
shares
|
$8.15 Million
1.54% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
35,788
shares
|
$8.15 Million
5.04% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
35,748
shares
|
$8.14 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
35,731
shares
|
$8.13 Million
1.3% of portfolio
|
Q3 2024
Reduced 8.93%
|