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 |
|---|---|---|---|---|---|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,221
shares
|
$2.85 Million
1.95% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,179
shares
|
$2.84 Million
0.18% of portfolio
|
Q3 2024
Reduced 54.67%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
12,167
shares
|
$2.84 Million
2.18% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
12,164
shares
|
$2.84 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
12,154
shares
|
$2.83 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
12,148
shares
|
$2.83 Million
0.87% of portfolio
|
Q3 2022
Reduced 43.51%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
12,135
shares
|
$2.83 Million
3.0% of portfolio
|
Q4 2024
Reduced 71.6%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
12,135
shares
|
$2.83 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
12,121
shares
|
$2.83 Million
2.41% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
12,111
shares
|
$2.82 Million
2.92% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
12,099
shares
|
$2.82 Million
1.27% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
12,081
shares
|
$2.82 Million
0.71% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
12,081
shares
|
$2.82 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
12,049
shares
|
$2.81 Million
1.2% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
12,032
shares
|
$2.81 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
12,022
shares
|
$2.8 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
12,012
shares
|
$2.8 Million
1.2% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
11,982
shares
|
$2.79 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
11,966
shares
|
$2.79 Million
1.38% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
11,965
shares
|
$2.79 Million
1.67% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
11,950
shares
|
$2.79 Million
2.43% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
11,921
shares
|
$2.78 Million
0.38% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,905
shares
|
$2.78 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
11,902
shares
|
$2.78 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,885
shares
|
$2.77 Million
2.29% of portfolio
|
Q4 2024
Reduced 0.23%
|