Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
16,167
shares
|
$3.77 Million
1.66% of portfolio
|
Q4 2023
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
16,157
shares
|
$3.77 Million
1.24% of portfolio
|
Q1 2023
Reduced 9.41%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
16,138
shares
|
$3.76 Million
0.71% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,113
shares
|
$3.76 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
16,087
shares
|
$3.75 Million
2.0% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
16,071
shares
|
$3.75 Million
0.22% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Colrain Capital LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,050
shares
|
$3.74 Million
3.7% of portfolio
|
Q3 2022
Reduced 18.73%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,034
shares
|
$3.74 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
15,995
shares
|
$3.73 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
15,976
shares
|
$3.73 Million
2.4% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
15,950
shares
|
$3.72 Million
1.52% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
15,940
shares
|
$3.72 Million
0.58% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
15,907
shares
|
$3.71 Million
5.0% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
15,814
shares
|
$3.69 Million
1.88% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
15,806
shares
|
$3.69 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
15,802
shares
|
$3.69 Million
2.06% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
15,782
shares
|
$3.68 Million
1.07% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,770
shares
|
$3.68 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
15,767
shares
|
$3.68 Million
2.7% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
15,763
shares
|
$3.68 Million
1.7% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
15,725
shares
|
$3.67 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
15,706
shares
|
$3.66 Million
3.09% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
15,696
shares
|
$3.66 Million
2.83% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
15,682
shares
|
$3.66 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
15,675
shares
|
$3.66 Million
1.66% of portfolio
|
Q4 2024
Added 2.94%
|