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 |
|---|---|---|---|---|---|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
19,383
shares
|
$4.41 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
19,380
shares
|
$4.41 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,376
shares
|
$4.41 Million
2.04% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
19,374
shares
|
$4.41 Million
5.05% of portfolio
|
Q3 2024
Added 41.16%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
19,353
shares
|
$4.41 Million
1.1% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
19,348
shares
|
$4.4 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
19,317
shares
|
$4.4 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
19,309
shares
|
$4.4 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
19,291
shares
|
$4.39 Million
3.23% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
19,237
shares
|
$4.38 Million
0.04% of portfolio
|
Q3 2024
Added 17.08%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
19,237
shares
|
$4.38 Million
1.33% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
19,226
shares
|
$4.38 Million
1.65% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
19,166
shares
|
$4.36 Million
15.05% of portfolio
|
Q4 2023
Reduced 10.07%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
19,163
shares
|
$4.36 Million
2.86% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
19,160
shares
|
$4.36 Million
3.02% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
19,126
shares
|
$4.35 Million
2.36% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
19,121
shares
|
$4.35 Million
3.37% of portfolio
|
Q1 2024
Added 111.94%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
19,112
shares
|
$4.35 Million
1.22% of portfolio
|
Q3 2024
Reduced 40.32%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
19,099
shares
|
$4.35 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
19,098
shares
|
$4.35 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
19,094
shares
|
$4.35 Million
1.41% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
19,041
shares
|
$4.33 Million
2.56% of portfolio
|
Q4 2024
Reduced 49.95%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
19,033
shares
|
$4.33 Million
2.23% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
19,023
shares
|
$4.33 Million
5.11% of portfolio
|
Q3 2023
Reduced 29.27%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
19,009
shares
|
$4.33 Million
2.11% of portfolio
|
Q4 2024
Added 0.16%
|