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 |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
13,680
shares
|
$3.19 Million
1.0% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
13,636
shares
|
$3.18 Million
1.4% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
13,633
shares
|
$3.18 Million
2.01% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
13,627
shares
|
$3.18 Million
1.29% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
13,623
shares
|
$3.18 Million
5.45% of portfolio
|
Q3 2024
Reduced 46.14%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
13,621
shares
|
$3.18 Million
3.03% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
13,611
shares
|
$3.17 Million
2.29% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
13,603
shares
|
$3.17 Million
3.37% of portfolio
|
Q4 2024
Added 36.92%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
13,574
shares
|
$3.17 Million
2.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
13,548
shares
|
$3.16 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,527
shares
|
$3.15 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
13,501
shares
|
$3.15 Million
1.34% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
13,496
shares
|
$3.15 Million
1.14% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
13,484
shares
|
$3.14 Million
0.89% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
13,425
shares
|
$3.13 Million
0.78% of portfolio
|
Q3 2024
Reduced 53.9%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
13,388
shares
|
$3.12 Million
1.19% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
13,375
shares
|
$3.12 Million
1.67% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
13,365
shares
|
$3.12 Million
2.22% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
13,363
shares
|
$3.12 Million
2.19% of portfolio
|
Q2 2024
Added 103.33%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
13,359
shares
|
$3.12 Million
4.47% of portfolio
|
Q4 2024
Reduced 93.07%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,350
shares
|
$3.11 Million
0.04% of portfolio
|
Q3 2024
Added 26.54%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
13,341
shares
|
$3.11 Million
2.21% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
13,335
shares
|
$3.11 Million
1.81% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
13,320
shares
|
$3.11 Million
2.22% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
13,290
shares
|
$3.1 Million
1.96% of portfolio
|
Q3 2024
Added 0.01%
|