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 |
|---|---|---|---|---|---|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
29,772
shares
|
$6.78 Million
0.55% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
29,767
shares
|
$6.78 Million
4.57% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
29,735
shares
|
$6.77 Million
3.24% of portfolio
|
Q4 2024
Added 359.72%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
29,724
shares
|
$6.77 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Trust CO
|
Jan 31, 2025 Q4 2024 |
29,700
shares
|
$6.76 Million
0.13% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
29,699
shares
|
$6.76 Million
4.95% of portfolio
|
Q4 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
29,670
shares
|
$6.75 Million
3.64% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Unison Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
29,656
shares
|
$6.75 Million
3.64% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
29,653
shares
|
$6.75 Million
3.36% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
29,605
shares
|
$6.74 Million
0.15% of portfolio
|
Q3 2024
Reduced 96.44%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
29,600
shares
|
$6.74 Million
4.57% of portfolio
|
Q3 2024
Added 60.97%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
29,563
shares
|
$6.73 Million
1.63% of portfolio
|
Q4 2024
Added 23.28%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
29,452
shares
|
$6.7 Million
4.82% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
29,422
shares
|
$6.7 Million
6.23% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
29,388
shares
|
$6.69 Million
2.13% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
29,312
shares
|
$6.67 Million
8.51% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
29,281
shares
|
$6.67 Million
0.49% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
29,260
shares
|
$6.66 Million
2.64% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
29,254
shares
|
$6.66 Million
4.6% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
29,245
shares
|
$6.66 Million
4.29% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Barton Investment Management
|
Jan 27, 2025 Q4 2024 |
29,194
shares
|
$6.65 Million
0.78% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
29,181
shares
|
$6.64 Million
5.44% of portfolio
|
Q3 2024
New holding
|
|
|
Unio Capital LLC
|
Nov 14, 2024 Q3 2024 |
29,169
shares
|
$6.64 Million
2.83% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
29,058
shares
|
$6.61 Million
4.87% of portfolio
|
Q2 2022
Added 1.27%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
29,048
shares
|
$6.61 Million
1.11% of portfolio
|
Q1 2024
Added 988.76%
|