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 |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
18,989
shares
|
$4.32 Million
3.09% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
18,964
shares
|
$4.32 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
18,950
shares
|
$4.31 Million
4.65% of portfolio
|
Q2 2022
Added 7.23%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
18,929
shares
|
$4.31 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
18,927
shares
|
$4.31 Million
1.49% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
18,882
shares
|
$4.3 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
18,867
shares
|
$4.29 Million
3.45% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
18,858
shares
|
$4.29 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
18,793
shares
|
$4.28 Million
3.24% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
18,783
shares
|
$4.28 Million
3.63% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,749
shares
|
$4.27 Million
2.07% of portfolio
|
Q4 2022
Added 2.43%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
18,729
shares
|
$4.26 Million
1.85% of portfolio
|
Q2 2024
Added 49.07%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
18,723
shares
|
$4.26 Million
2.33% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
18,704
shares
|
$4.26 Million
3.21% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
18,703
shares
|
$4.26 Million
3.01% of portfolio
|
Q4 2023
Added 1.63%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
18,690
shares
|
$4.25 Million
1.88% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
18,682
shares
|
$4.25 Million
0.78% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
18,663
shares
|
$4.25 Million
1.84% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
18,655
shares
|
$4.25 Million
2.35% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
18,647
shares
|
$4.24 Million
3.73% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
18,644
shares
|
$4.24 Million
2.67% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
18,631
shares
|
$4.24 Million
4.1% of portfolio
|
Q4 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
18,624
shares
|
$4.24 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
18,588
shares
|
$4.23 Million
3.38% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
18,577
shares
|
$4.23 Million
2.39% of portfolio
|
Q4 2024
Added 3.07%
|