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 |
|---|---|---|---|---|---|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,289
shares
|
$3.1 Million
1.28% of portfolio
|
Q3 2022
Added 5.26%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
13,265
shares
|
$3.09 Million
1.51% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
13,223
shares
|
$3.08 Million
4.87% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,222
shares
|
$3.08 Million
2.22% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
13,212
shares
|
$3.08 Million
4.42% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
13,193
shares
|
$3.08 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,169
shares
|
$3.07 Million
1.29% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
13,144
shares
|
$3.07 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Diker Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,142
shares
|
$3.06 Million
2.68% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
13,113
shares
|
$3.06 Million
0.23% of portfolio
|
Q3 2024
Added 1002.86%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2024 Q3 2024 |
13,100
shares
|
$3.06 Million
1.96% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
13,080
shares
|
$3.05 Million
3.99% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
13,057
shares
|
$3.05 Million
0.54% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
13,040
shares
|
$3.04 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
13,027
shares
|
$3.04 Million
0.37% of portfolio
|
Q1 2024
Added 125.58%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
13,024
shares
|
$3.04 Million
3.34% of portfolio
|
Q4 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
13,018
shares
|
$3.04 Million
0.3% of portfolio
|
Q3 2024
Reduced 73.22%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
13,005
shares
|
$3.03 Million
0.56% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
12,997
shares
|
$3.03 Million
2.05% of portfolio
|
Q4 2024
Added 290.3%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
12,978
shares
|
$3.03 Million
0.65% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
12,971
shares
|
$3.03 Million
4.25% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
12,930
shares
|
$3.02 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
12,928
shares
|
$3.02 Million
2.52% of portfolio
|
Q3 2024
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
12,927
shares
|
$3.01 Million
1.69% of portfolio
|
Q3 2024
New holding
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 19, 2024 Q3 2024 |
12,914
shares
|
$3.01 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.73%
|