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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
24,192
shares
|
$5.51 Million
1.8% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
24,147
shares
|
$5.5 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
24,143
shares
|
$5.5 Million
3.14% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
24,128
shares
|
$5.49 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
24,109
shares
|
$5.49 Million
4.05% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
24,107
shares
|
$5.49 Million
1.8% of portfolio
|
Q4 2023
Reduced 5.17%
|
|
|
Graphene Investments Sas
Paris, I0 |
Jan 28, 2025 Q4 2024 |
24,100
shares
|
$5.49 Million
4.17% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
24,058
shares
|
$5.48 Million
5.83% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 12, 2024 Q3 2024 |
24,018
shares
|
$5.47 Million
3.48% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
24,013
shares
|
$5.47 Million
3.58% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
23,995
shares
|
$5.46 Million
0.77% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
23,982
shares
|
$5.46 Million
2.63% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
23,968
shares
|
$5.46 Million
4.56% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
23,961
shares
|
$5.45 Million
1.84% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
23,939
shares
|
$5.45 Million
4.29% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
23,927
shares
|
$5.45 Million
6.55% of portfolio
|
Q3 2023
Added 7.26%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
23,915
shares
|
$5.44 Million
0.29% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
23,886
shares
|
$5.44 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
23,882
shares
|
$5.44 Million
1.72% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
23,870
shares
|
$5.43 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
23,868
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
23,856
shares
|
$5.43 Million
1.36% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
23,811
shares
|
$5.42 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
23,799
shares
|
$5.42 Million
0.64% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
23,786
shares
|
$5.41 Million
0.93% of portfolio
|
Q2 2024
Reduced 12.36%
|