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 |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
20,172
shares
|
$4.59 Million
2.45% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,169
shares
|
$4.59 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Peavine Capital, LLC
|
Jan 23, 2025 Q4 2024 |
20,160
shares
|
$4.59 Million
1.27% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
20,121
shares
|
$4.58 Million
2.98% of portfolio
|
Q4 2024
Reduced 41.77%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
20,103
shares
|
$4.58 Million
3.81% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
20,094
shares
|
$4.57 Million
4.41% of portfolio
|
Q4 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
20,090
shares
|
$4.57 Million
0.1% of portfolio
|
Q3 2024
Added 48.17%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
20,083
shares
|
$4.57 Million
4.43% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
20,050
shares
|
$4.56 Million
1.34% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
20,046
shares
|
$4.56 Million
2.06% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
20,041
shares
|
$4.56 Million
1.67% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
20,031
shares
|
$4.56 Million
1.45% of portfolio
|
Q4 2024
Added 175.64%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
20,003
shares
|
$4.55 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Nov 07, 2024 Q3 2024 |
20,000
shares
|
$4.55 Million
0.22% of portfolio
|
Q3 2024
Reduced 41.41%
|
|
|
Soviero Asset Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$4.55 Million
4.51% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
19,975
shares
|
$4.55 Million
2.22% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
19,927
shares
|
$4.54 Million
1.97% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
19,916
shares
|
$4.53 Million
2.8% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
19,858
shares
|
$4.52 Million
3.03% of portfolio
|
Q3 2024
Added 19.45%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
19,849
shares
|
$4.52 Million
5.88% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
19,841
shares
|
$4.52 Million
0.99% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
19,836
shares
|
$4.52 Million
1.93% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
19,830
shares
|
$4.51 Million
1.72% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
19,827
shares
|
$4.51 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
19,804
shares
|
$4.51 Million
1.69% of portfolio
|
Q1 2024
Reduced 8.63%
|